Personal Examples of CPD

Graeme, Lloyds TSB Scotland
Professionalism & Ethics

‘In 2009, I plan to complete my minimum of 5 hours of Professionalism & Ethics on CPD through the case studies which will appear in the Institute magazine throughout the year. A case study will be included in most issues of the magazine in 2009 with the answer to each case study appearing in the following issue. Reviewing each case study in detail will provide me with the minimum hours on P&E.

My intention is to add to this through other topical areas of interest in the regulatory world such as Treating Customers Fairly which in the current environment is of the utmost importance.

I do believe that P&E should be a compulsory element of CPD for those in financial services. I understand that CIOBS has launched a new P&E module as part of the Chartered Banker examination syllabus and is the only compulsory subject which is an appropriate signal of the importance of P & E in our industry.’

Julie, HBOS
CPD – Approved Employer Scheme (AES)

‘I have been recording CPD since 2001 and therefore using the designation Chartered Banker. 

Within HBOS part of the Annual Review process requires you to complete a Personal Development Plan.  I found that this provided me with a good base for thinking about CPD activities and recording CPD time. In the past I've undertaken a mixture of internal HBOS courses, attendance at Conferences as well as going along to some of the Edinburgh District Centre CPD events.

With the introduction of the new Approved Employer Scheme (AES), this will make the recording of CPD even easier, with 30 hours able to be accounted for through internal development activity although I am still keen to retain some details of my activities for my own reference.’

John, RBS
CPD Plan recorded online

‘In previous years, I completed the Personal Activity Record Card. During 2008, I have been recording my activities online on an ongoing basis which I have found straightforward and easy to do.

The suggested style of CPD plan shown on the CIOBS website was also very helpful and encouraged me to think of learning objectives and learning outcomes rather than just the activities themselves.

Retaining my CPD details through CIOBS will also help them if I am selected as part of the annual monitoring sample.’

Gary, HBOS
Community and Voluntary Activities

‘It's exciting to know that going forward those activities members are involved with in the community and on a voluntary basis are being recognised by CIOBS.

From a personal point of view I have been involved in hospital broadcasting for some time and my experience there as both a trainer and a Banker has been recognised in helping with various initiatives and projects ranging from facilitation of meetings to helping with budgets and planning.

I have found that having the Chartered Banker qualification very much opens doors whilst working in the voluntary sector and having a knowledge of finance and procedures means you are often in demand to sit on the various committees involve in hospital broadcasting which gives you the feeling of really making the difference.’

Stephen, Lloyds TSB Corporate Markets
Supporter of CPD

‘As a Fellow of the Institute I am a keen supporter of CPD and currently a Tutor for the International Business module in the MCIBS exam syllabus.  It is critically important to keep abreast of developments in the fast moving financial services environment and to ensure personal development gives you an edge in this marketplace and enriches any level of role.

For me, I believe in practicing what I preach having completed an MBA and AMCT qualification in recent years now currently studying for a further Masters – you can always find time!’

Bob, RBS
Qualifying Categories

‘Over the last few years, I’ve actively completed the Institute's CPD programme. The changes made to the qualifying categories enhance the process making it more flexible which should benefit me and my colleagues, and also support greater participation in the programme. Also, including Community/ Voluntary activities where you have used your business knowledge, is a great step forward.’

Yvonne, Scottish Widows
Use of ‘Chartered Banker’ designation

‘I have been an active supporter of CPD since its inception and I welcome the changes which will help promote the professionalism of members.  I am delighted that I can use the designation 'Chartered Banker'.’

David, FSA
Professionalism

‘I fully support any measures that help people who work in the financial services industry to raise their professional standards. One of the aims of the recently announced Retail Distribution Review is to encourage a step-change to an ongoing commitment to professional behaviour and a common framework for professional standards. This will include determining good practice for the maintenance and development of individuals’ ongoing competence. It is very encouraging for the future of the profession to see that this work has already commenced. 

Ultimately, this will ensure consumers are treated fairly and get better advice and the right products. This will also create greater trust and understanding of the industry and how it works.’