On a client file
A standard applied for the first time
Working through a new reporting requirement teaches you more than the webinar did. Keep the learning, not client details.
“What will I check sooner next time?”
Passport for accountants and finance professionals
The standards update that changed a client conversation. The ethics question you thought hard about. Keep your learning in a free personal Passport that moves with you from practice to industry.
Free personal CPD log. No card. No trial. Your record, not your employer's.
Learning happens through the year
Busy season leaves little time for logging. Capture learning as it happens, so there is less to pull together for your year-end declaration.
On a client file
Working through a new reporting requirement teaches you more than the webinar did. Keep the learning, not client details.
“What will I check sooner next time?”
Facing an ethics question
A potential conflict of interest is worth reflecting on, and ethics CPD often matters to your body.
“What principle guided my decision?”
In industry
Leading a systems change or coaching a junior is development too. Record what it taught you.
“How did this build my competence?”
Illustrative learning situations, not customer stories. Keep client and colleague identifiers out of your entries.
Why keep your record here?
Use Quick Log and your personal QR shortcut to open your log on your phone. Return to the reflection when you have space to think.
Keep what you learned, how it applies and the difference it could make together. Your own words, at your own pace.
Practice, industry, contracting or a move between firms: use the same personal account. Your employer does not automatically get access to your private reflections.
Attach certificates to CPD entries and export a PDF or CSV when you want a copy or something to share.
Small habits, meaningful learning
A technical update. A short course. Time reflecting on a tricky file. Explore a monthly rhythm that keeps your declaration easy.
ACCA's unit route asks for 40 units a year, including 21 verifiable. ICAEW minimum hours depend on your CPD category, with category-specific verifiable requirements. Check your own body's current rules; this planner illustrates the ACCA unit route only.
Read the ACCA guidancePlanning against 40 units a year.
Your illustrative annual total
36 hours / year
4 more hours to plan towards a 40-hour year.
A planning illustration, not a compliance check or saved CPD entry. Only relevant, completed learning with reflection belongs in your record.
Alongside your official record
Passport gives your learning and evidence a personal home. Your annual declaration still goes to ACCA, ICAEW or your own body.
We do not submit records to any professional body. Follow your body's current CPD rules.
For practice partners and finance directors
Bring training, AML refreshers and development into one place. Passport for Teams gives you oversight, while personal reflections stay private unless shared.
Organisation features require an eligible paid plan and authorised manager access.
Contact us for a walkthroughLearning and professional guidance
Check category-specific hours, the ethics requirement and the evidence behind a useful annual CPD record.
Start with one thing you learned this week. An update, a file, a better way of working.
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WorkplaceHero is independent and is not affiliated with, endorsed by or accredited by ACCA, ICAEW or any other professional body. Your learning choices, official records and compliance remain your responsibility.