01
Record what you did
Add the activity, date, provider and time spent. Courses are only the start - record supervision, reading and learning from practice too.
Passport for CII professionals
CII CPD. Keep the purpose behind your professional learning.
Technical updates, ethical judgement and client communication all shape insurance and financial planning practice. Keep relevant learning, evidence and reflection in your free Passport alongside your CII obligations.
90 seconds
to add an entry
One place
for evidence and reflection
Free forever
for individuals
Start your free Passport
No card. No trial. Your personal record stays with you.
By signing up you agree to our Terms and Conditions and Privacy Policy.
or
35 annual hours At least 21 structured Needs-based learning Free personal Passport
Learning with purpose
Start with the knowledge your role needs next.
A regulatory update is more useful when you can explain how it changes your work. Identify the gap, choose learning that addresses it and reflect on what you will do differently. Keep evidence without storing client details.
02
Capture what changed
Add a reflection while the learning is fresh: what you learned, why it matters and what you will do differently in practice.
03
Share when you choose
Export a clear PDF or CSV, or create a read-only link for an appraiser. You stay in control of your record.
The rules at a glance
CII CPD scheme requirements
The CII scheme applies to qualified members. The CII is a professional body, not the financial services regulator. Your role may also have separate employer or regulatory obligations.
| Requirement | What applies | What to check |
|---|---|---|
| Total CPD | At least 35 hours in a 12-month period | Learning should address development needs relevant to your role |
| Structured CPD | At least 21 of the 35 hours | Activities need defined learning objectives and outcomes; a certificate alone does not establish relevance |
| Planning and reflection | Identify needs, undertake learning and evaluate it | Keep objectives, dates, time, learning outcomes and reflection |
| Annual period | A 12-month period | Check the period and declaration arrangements that apply to your membership |
| Evidence and exceptions | Keep a supporting record | Check CII rules for career breaks, retirement and any other exceptions |
- An online activity is not automatically structured simply because it is a course. Check its objectives and relevance.
- The 35/21 CII requirements do not replace separate FCA or employer obligations; financial adviser requirements can differ.
- Passport does not certify structured status or make your CII declaration. Keep an accurate record and follow the current scheme rules.
- The CII recording tool is optional. Record a reflective statement for each activity in your own words; CII says reflective statements must not be AI-generated.
- The 21 structured hours are a minimum, not a requirement for 14 unstructured hours. All 35 hours can be structured.
Source: CII official CPD scheme rules, last checked 3 November 2026. Summary only - your regulator's own guidance always takes priority, and meeting it remains your responsibility.
CII planning, recording and personal reflective statementsBefore you declare or submit
Before you complete your CII record
A preparation aid, not a compliance assessment or a replacement for official instructions.
- 1Check whether the qualified-member scheme applies to you.
- 2Identify development needs relevant to your work.
- 3Review at least 35 hours and at least 21 structured hours separately.
- 4Keep learning objectives, outcomes, dates and supporting evidence.
- 5Evaluate the learning and update your development priorities.
- 6Check membership declarations, separate regulatory duties and any exceptions with the CII.
See the real tool
Know exactly where you stand
Set a target that matches your role and professional requirements, then see your progress, activity mix and evidence at a glance.
- Set annual and participatory targets
- Backdate entries and import existing records
- Turn learning into useful reflection
Illustrative CII learning entries
Consumer Duty learning and application
1.5 hrsIllustrative activity - Structured learning
Learning objectiveEvidence attachedClaims handling technical update
1.0 hrsIllustrative activity - Structured learning
Reflection addedFocused professional reading
0.5 hrsIllustrative activity - Reading
Learning need
Your personal professional record
A record that stays with you
Keep the same personal Passport through changes of employer, role and working pattern. Your employer does not automatically see your personal reflections.
Private by default
Your employer does not automatically see personal reflections. You decide what to share.
Evidence alongside the learning
Attach supporting files to CPD entries and export a PDF or CSV for your own records. You decide what to share and must check what your body requires.
No lock-in
Download your record as a PDF or CSV whenever you need it.
WorkplaceHero helps you organise your CPD. Check current CII guidance for your role and circumstances. WorkplaceHero is not affiliated with or endorsed by CII. WorkplaceHero is an independent record-keeping tool. We do not accredit learning, certify compliance or guarantee that a regulator will accept your record - meeting your regulator's requirements remains your responsibility. We research regulator and professional body guidance from official sources, record the source and the date we last checked it, and review entries when rules change. Requirements can change without notice, so always confirm the current rules, exemptions and deadlines with your regulator or professional body before relying on them. If you spot something out of date, tell us and we will check and correct it. Report an update
Questions, answered
Before you start
How many CPD hours does the CII require?
Qualified members must complete at least 35 hours annually, including at least 21 structured hours, under the CII CPD scheme. Check exceptions and additional role-specific obligations.
Is every course structured CII CPD?
No. Structured learning needs defined learning objectives and outcomes relevant to development needs. Keep evidence and check the CII scheme rules; a course label alone is not sufficient.
Are CII and FCA requirements the same?
No. CII membership CPD does not replace separate FCA or employer requirements. Check the rules for your actual role, particularly if you give retail investment advice.
Can Passport verify CII compliance?
No. Passport helps you organise learning, evidence and personal reflections. You decide which activities meet the rules and remain responsible for declarations and other obligations.
What does free Passport include?
Your personal CPD log, hours tracking, your own reflections, evidence attached to entries, CSV import and PDF or CSV record exports. No card or trial is required. PassportPro is optional. Passport does not decide whether an activity meets your body’s requirements or submit official records.
Give your learning somewhere to live
Start with one recent learning activity. Keep the date, your own reflection and supporting evidence together.
Free forever for individuals. No card details required.
WorkplaceHero is an independent CPD recording and learning platform. We are not affiliated with, endorsed by or accredited by CII or any other regulator or professional body. Registration, revalidation and compliance submissions remain the responsibility of each registered professional.