What records are required?

There is a working assumption that members have undertaken their CPD each year. It is essential that appropriate records are maintained by each member to demonstrate the activities which they have completed. A pragmatic and straightforward approach to record keeping is needed to ensure that the scheme is easy to administer and the following provides some guidance to members:

• To help you maintain your own records, a suggested format of CPD plan is available for download from our website and incorporates both a CPD and Personal Development Plan.
• If members don’t have computer and internet access, a manual CPD plan will be sent out where requested. You can ask for a hard copy by contacting our Customer Service Team on 0131 473 7777.
• You no longer need to send in your CPD plan each year. Members will retain their own records which may be called upon at a later stage for monitoring purposes. You will be contacted if you are required to do so.
• Members will be offered the facility of recording their CPD activities online, which is the preferred method, using the CIOBS website so they can keep their CPD plan up to date on an ongoing basis.
• While the scheme operates on a Self Certification basis, it is suggested that it is good practice to retain records such as Certificates awarded, test results etc. We reserve the right to ask for additional clarification or information as part of the validation process if you are selected as part of the annual sample undertaken for monitoring purposes.
• 31 December will be the target for members to have updated their own CPD plan for the year.
• CPD plans will need to be retained for a minimum of 2 years.