CPD - A chore or an essential part of what you do

The Future Inn Hotel
Wednesday, 31 October 2018
10:30 am – 11:30 am

In a 30 minute session Steve will take you through the following learning objectives:-

Why do CPD in the first place?

Linking to your Development Plan and Career

CII Requirement

PFS Members need for Statement of Professional Standing

What is a CPD activity and what counts?

Structured and Unstructured CPD

On-the job-training

Training for others

Study for Exams

Technical Skills

Soft Skills

Reading and Watching

Voluntary Work

Minimum Requirements

Full Time/Part Time/Career Break

Registered for a Specialism

How to record CPD and the benefits of doing it straight away

Where to record

A useful template to make sure you complete the learning Statement

Submission of your CPD record

Local Institute CPD Events On-line Content

Regional PFS Meetings and On-line Content

Steve Clemence is the President of The Insurance Institute of Plymouth and Cornwall. He is a Fellow of Personal Financial Society (the F in the FPFS after his name) and a Chartered Financial Planner working both within the Chartered Insurance Broker T H March and the Chartered Financial Planning Practice T.H. March Financial Planning. He has taken a fair number of CII exams to get there and been maintaining his CPD along the way! https://www.thmarchfinancialplanning.co.uk/about-us/about-steven-clemence/steves-qualification.html


There is free parking onsite, however, on arrival you must inform reception of your car registration number or you will be fined for parking there.

There will be refreshments provided (but no lunch provided).

There are only enough spaces for up to 30 attendees.


This event is being subsidised by your local institute, therefore making it FREE for members to attend.

  • William Prance Road
  • PL6 5ZD
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.