What is Structured CPD

Currently, this is one of the questions we are most often asked.

The trouble is, there are different sources of opinion. At the end of the day, we believe that it is the regulator’s opinion that counts and this is what the FCA say:

  • Structured CPD is an activity that uses material or activities that are designed to achieve a particular learning outcome.
  • As with unstructured CPD, it is capable of being independently verified.
  • Structured learning activities include: participating in seminars (web based or in person); lectures; conferences; workshops; courses; and completing appropriate e-learning.
  • For a minority of activity, it might also include structured, educational reading, where quality reading material has been produced to meet the required learning outcome.
  • The activity should require a contribution of thirty minutes or more of the adviser’s time.
  • It does not include carrying out research on products and services for your client.

Read more here.

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

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Our View

The key words are ‘learning outcome’.

  1. For CPD to be structured, it must have been done to achieve a learning outcome.
  2. For there to be an outcome, there has to be a need.
  3. Needs are identified through identifying gaps in learning and knowledge i.e. through training needs analysis.
  4. Needs should be documented in a Training & Development Plan.
  5. Outcomes are achieved when learning has been completed and tested.

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About the Author

Steve is an ATEB Director and has a deep understanding of all matter regulatory, built up over his 30 years + in the industry. With a training background and a technical brain, he overseas numerous complex projects and client implementation work.

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