Who it is for
- Professional services firms
- Compliance, risk and people teams
- Managers reviewing CPD and registrations
Professional Services
CPD, registration and competence records across your whole firm
Professional-body CPD is not one standard. Keep each person's applicable activity, evidence, registration renewals and competence records connected to the correct review period.
14-day trial. No card. Use test data first.
What managers can check
- Reflection-led records where no minimum hours apply
- Verifiable or structured hours where a body requires them
- Registration renewals and manual checks kept visible
SkillProof workspace
- 1
Renewal record
Keep the professional body, registration number and renewal date together.
- 2
Manual check status
Record when the registration was checked and who completed the check.
- 3
Supporting evidence
Keep documents and notes beside the record they support.
Plain-English answer
SkillProof in brief
SkillProof helps professional services firms keep CPD, registration renewals, competence records and supporting evidence connected to each person.
What it tracks
- CPD activity, categories and evidence
- Registration details, renewals and manual checks
- Competence assessments and development actions
What it does not do
- It does not award CPD credits
- It does not interpret professional-body rules
- It does not verify external registers automatically
Why organisations replace spreadsheets
CPD, registration, competence and evidence records stay with the person instead of being reconciled across individual logs and shared folders.
How it differs from an LMS
SkillProof records learning activity, evidence and renewals from the providers a firm uses; it does not deliver courses or award qualifications.
Sector pressure
What professional services teams need to keep visible
Professional bodies use different CPD models. SRA-style continuing competence starts with reflection and learning needs rather than a minimum hours target.
ICAEW uses total and verifiable hours. RICS separates structured and unstructured CPD. Firms need one place to review each person's records without treating these models as the same.
SkillProof records the requirements and evidence selected by the firm. The firm and individual remain responsible for interpreting and meeting the relevant body's rules.
01
For SRA-style continuing competence, record reflection, learning needs, completed development and evidence. Do not invent an hours target.
02
For ICAEW CPD, keep the category, total hours, verifiable hours, evidence and relevant ethics training visible for the review year.
03
For RICS CPD, separate structured and unstructured activity. Keep the hours, learning purpose and evidence in the correct calendar year.
04
Keep the professional body, registration number, renewal date, manual check date and evidence together.
05
Connect competence assessments, development actions and CPD activity. Avoid collecting a separate spreadsheet from each person.
Connected workflow
From CPD activity to a reviewable professional record
Each firm and professional body sets its own requirements. SkillProof records the activity and evidence; it does not award CPD credits or verify that a person has met a professional body's rules.
Step 1
Define the requirement
Set the CPD, registration, training or competency record the role needs.
Step 2
Record the activity
Capture CPD hours, category, reflection and evidence, including structured or unstructured categories where used.
Step 3
Review renewal risk
Keep registration renewals, manual checks and missing evidence visible.
Step 4
Produce the report
Export a scoped record for internal review, client assurance or professional-body preparation.
Records to manage
The detail changes with the professional body
SkillProof gives the firm a consistent place to hold the activity, hours, category, reflection and evidence it decides to review. It does not turn different professional-body rules into one generic target.
RecordWhat sits against itWhat managers review
Record
Reflection-led continuing competence
What sits against it
Activity, identified learning need, reflection and evidence for a body such as SRA that does not set a minimum number of hours.
What managers review
Learning need addressed and evidence retained
Record
Category-based CPD hours
What sits against it
Total hours, verifiable hours, activity and evidence for an ICAEW-style category and review year where applicable.
What managers review
Recorded hours and evidence against the applicable category
Record
Structured and unstructured CPD
What sits against it
Hours, learning purpose, category, reflection and evidence for a RICS-style annual record where applicable.
What managers review
Category split, review year and supporting evidence
Record
Professional registration
What sits against it
Professional body, registration number, renewal date, check date and evidence.
What managers review
Renewal and manual verification follow-up
Record
Competence and appraisal
What sits against it
Assessment outcome, assessor, objectives, agreed actions and linked learning activity.
What managers review
Current outcome, evidence and open development action
Feature by feature
How SkillProof handles the work
Professional records need enough structure to stand up to review. Each feature covers one part of the evidence chain.
1
Professional Registration Tracking
Specific problem
Registration numbers, renewal dates and check notes are held in individual files.
How SkillProof helps
Keep the registration, renewal, manual check status and evidence in one record.
2
CPD Tracking
Specific problem
Professional bodies use different models: reflection-led development, category-based verifiable hours or structured and unstructured activity.
How SkillProof helps
Record activity, hours, category, reflection and evidence without presenting one body's model as universal.
3
Competency Management
Specific problem
Competence reviews and development actions can be disconnected from training evidence.
How SkillProof helps
Record the assessment, outcome, evidence and next review against the person.
4
Appraisals and Development
Specific problem
Agreed development actions are easily lost after the appraisal meeting.
How SkillProof helps
Keep objectives, actions and linked learning visible through the review period.
5
Evidence Tracking
Specific problem
A declared activity is difficult to review when the supporting proof is elsewhere.
How SkillProof helps
Connect documents, reflections and other evidence to the activity or requirement they support.
6
Compliance Reports
Specific problem
Internal and client reviews often require several individual records to be combined.
How SkillProof helps
Export a scoped view of CPD, registrations, training, evidence and outstanding actions.
Inside SkillProof
See this SkillProof view in context: CPD and development
The product view shows the current record and the follow-up it creates. It is demo data, not a claimed sector result.
SkillProof workspace
- 1
CPD detail
Record activity, hours, category, reflection and evidence.
- 2
Review period
Keep the organisation or professional-body review period clear.
Who uses the view
The evidence each firm role needs
Individuals maintain their activity. Managers review gaps. Compliance teams need the firm-wide picture.
Professionals and staff
Record CPD activity, hours, reflections and evidence against the correct review period.
Practice and people managers
Review development actions, registration renewals and missing evidence for their teams.
Compliance and risk leads
See firm-wide gaps and produce a consistent record for internal or external review.
Explore the next workflow
Move from the sector view to the exact SkillProof workflow or guidance you need.
Recommended next
Professional services CPD tracking
See how firms can record CPD, structured learning, evidence, registrations and review activity.
Professional Registration Tracking
SkillProof helps teams record registration details, renewal dates, evidence and manual check status so managers can see which registrations need attention.
CPD Tracking Software
SkillProof helps teams record CPD activity, upload supporting evidence, review status and connect development records to appraisals or professional requirements.
Questions
Professional Services questions
Straight answers about what SkillProof records, what your team remains responsible for and how the workflow works.
Can SkillProof track professional registrations like SRA, ICAEW or RICS?
Yes. SkillProof can record the professional body, registration or practising certificate details, renewal date, evidence and manual check status. It does not verify an external register automatically or interpret the body's rules.
Can it track CPD across the whole firm?
Yes. CPD activity, hours, categories, reflections and evidence can be recorded against each person and reviewed across the firm. Your firm still decides which fields, targets and review periods apply to each person.
Is SkillProof a CPD course provider?
No. SkillProof does not deliver CPD courses or award CPD credits. It records activity and evidence alongside your existing learning sources.
Can it evidence competence to clients or regulators?
SkillProof can export a scoped record of registrations, CPD, competence evidence and open actions for review. The firm remains responsible for deciding whether that record meets a client's, regulator's or professional body's request.
Does it work across multiple offices?
Yes. Records can be reviewed across locations and filtered to the relevant office, team or person. Different requirements can still be set where roles or professional obligations differ.
How is CPD evidence collected?
CPD activity and supporting evidence are recorded against the relevant person and review period. Staff can submit evidence through the SkillProof evidence workflow for a manager to review.
Next step
Review the CPD and registration workflow.
Start with test data to see how activity, hours, evidence, renewal dates and reports stay connected.
No card required. 14-day trial. Start with test data first.