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.
For CISI members
CISI CPD, structured and on track.
Thirty-five hours a year, at least 21 of them structured. Tag each entry as you log it in a free Passport and always know where you stand.
About 30 seconds
to add an entry
One place
for evidence and reflection
Free forever
for individuals
Start your free CISI CPD log
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or
Structured and unstructured 35-hour progress Evidence attached Free for good
Know your structured hours
No year-end scramble for structured hours.
Under CISI's mandatory scheme, members log 35 hours a year with at least 21 structured. Tag every entry as you go and your split is one glance away.
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
CISI CPD requirements
CISI's mandatory CPD scheme applies to applicable membership grades, designations and regulatory status.
| Requirement | What it means | Each year |
|---|---|---|
| Total CPD | All relevant learning | 35 hours |
| Structured CPD | Planned learning with clear outcomes, such as courses and workshops | At least 21 hours |
| Developing others | Chartered members only | At least 1 hour |
| Retail roles | Additional requirements may apply | Check CISI's current guidance |
- Structured CPD should have defined learning outcomes.
- Retail investment advisers may have extra requirements for their Statement of Professional Standing.
- Tag entries as Structured or Unstructured to keep your split visible.
Source: CISI CPD requirements, last checked November 2026. Summary only - your regulator's own guidance always takes priority, and meeting it remains your responsibility.
Before you declare or submit
CISI year-end checklist
Check these before your CPD year ends.
- 1Total your hours for the year.
- 2Check at least 21 are structured.
- 3If you are Chartered, confirm at least one hour developing others.
- 4Attach evidence to structured entries.
- 5Check any extra requirements for your role.
- 6Plan next year's learning.
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
Example CISI CPD log
Consumer Duty: outcomes testing workshop
2.0 hrs21 Sep - Workshop
StructuredCertificate attachedMentoring a new paraplanner
1.0 hrs12 Sep - Developing others
StructuredReading: market commentary
1.0 hrs4 Sep - Reading
Unstructured
Wealth, investment or operations
A record that stays with you
Your CPD record belongs to you, so it moves with you between firms.
Private by default
Your employer does not automatically see personal reflections. You decide what to share.
Ready if you are asked
Attach certificates and notes to structured entries, then export a clear record.
No lock-in
Download your record as a PDF or CSV whenever you need it.
WorkplaceHero helps you organise your CPD. Always check CISI's current CPD scheme rules. 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
Is this CISI CPD log free?
Yes. Individual accounts are free permanently, with no card details and no trial period.
Can I separate structured and unstructured CPD?
Yes. Tag each entry and filter or export by tag. CISI sets the rules, so check its current guidance.
Can I log time spent developing others?
Yes. Log mentoring or coaching as its own entry so it is easy to find.
Does Passport submit my CPD to CISI?
No. You still record your CPD with CISI. Passport keeps your own record and evidence together.
Can our firm see CPD progress across the team?
Yes, with Passport for Teams. Managers see CPD and compliance training progress, while each member keeps their own record and remains responsible for meeting CISI's requirements.
Give your learning somewhere to live
Create your free account and log your latest structured hour today.
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 CISI or any other regulator or professional body. Registration, revalidation and compliance submissions remain the responsibility of each registered professional.