For professional services firms

Keep CPD and professional records connected to each person

Bring CPD activity, qualifications, reflection and supporting evidence together. Keep each person's review period and renewal dates visible, with automatic reminders to help your team follow up.

14-day trial. No card. Use test data first.

SkillProof Professional records
SkillProof Professional records showing fictional SRA, ICAEW and RICS-style professional records in a sector-specific workspace.

A connected professional record

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.

  1. Define the requirement

    Set the CPD, registration, training or competency record the role needs.

  2. Record the activity

    Capture CPD hours, category, reflection and evidence, including structured or unstructured categories where used.

  3. Follow up renewals

    Use automatic reminders and keep registration renewals, manual checks and missing evidence visible.

  4. Produce the report

    Export a scoped record for internal review, client assurance or professional-body preparation.

SkillProof CPD and development
SkillProof CPD and development showing fictional professional-services CPD and review records in a sector-specific workspace.

Keep each professional body's CPD model distinct.

Keep activity, reflection and evidence with the relevant review period. Growth includes CPD; custom or multiple schemes start on Professional, so your firm can use the structure its process needs.

  • Activity, hours, category and review period
  • Reflection and supporting evidence
  • Appraisal and development follow-up
SkillProof Audit Pack
SkillProof Audit Pack showing fictional professional-services assurance records in a sector-specific workspace.

Review the firm without collecting separate returns.

Prepare a scoped pack from current CPD, registration, competence and evidence records across teams or offices.

  • SRA-style, ICAEW and RICS record structures
  • Registration renewal and check history
  • Open evidence and development actions

Professional Services feature coverage

Keep the activity, evidence and review together.

Professional records need enough structure to stand up to review. Each feature covers one part of the evidence chain.

Professional Registration Tracking

Keep the registration, renewal, manual check status and evidence in one record.

CPD Tracking

Record activity, hours, category, reflection and evidence without presenting one body's model as universal.

Competency Management

Record the assessment, outcome, evidence and next review against the person.

Appraisals and Development

Keep objectives, actions and linked learning visible through the review period.

Native Learning

Create and assign governed internal Learning, then keep completion and evidence connected to the person's record.

Training Passport

Let an employee share selected reviewed records through a controlled, expiring record where enabled.

Clear ownership at every level

The evidence each firm role needs

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.

Where SkillProof fits.

SkillProof records CPD, registrations, competence and evidence. It does not award CPD credits, interpret a professional body's rules, verify external registers automatically or guarantee compliance.

Professional Services questions, answered clearly.

Which plan includes CPD and professional records?

Growth includes CPD, professional registration tracking, configurable reminders and Audit Packs. Professional adds custom or multiple CPD schemes and the dedicated Competence workflow; these are also available on Enterprise. Compare plans against the review processes your firm needs.

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 can create and deliver the firm's own internal courses and connect completed Learning to CPD records where configured. It does not supply accredited CPD content or award CPD credits.

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

See CPD and professional records across your firm.

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.