Professional-services CPD records

CPD tracking that reflects each professional body's model

Record CPD activity against the model that actually applies: reflection and identified needs, total and verifiable hours, or structured and unstructured categories. Keep the evidence, review period and registration follow-up in the same workforce view.

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

Records this page covers

  • Reflection-led records where no hours target applies
  • Verifiable or structured hours where required
  • Registration renewals and evidence

SkillProof workspace

CPD and development
Product view
SkillProof development view showing CPD activity, hours and evidence records.
  1. 1

    CPD detail

    Record activity, hours, category, reflection and evidence.

  2. 2

    Review period

    Keep the organisation or professional-body review period clear.

Specific problem

Different professional bodies require different CPD records

Professional services teams need CPD records that match the model used by the relevant body, alongside registration renewals, competence evidence and manager follow-up.

01

SRA continuing competence is reflection-led and has no minimum hours requirement, so a generic hourly target would be misleading.

02

ICAEW uses CPD categories with total and verifiable hours, plus relevant ethics training requirements.

03

RICS uses structured and unstructured CPD, with hours and supporting learning records for the review year.

04

Registration renewals, manual checks, competence evidence and CPD records still need one firm-wide review view.

Feature by feature

How SkillProof handles professional-services cpd records

Each feature is tied to the record or review problem it solves. The requirements and decisions remain with your organisation.

1

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.

2

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.

3

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.

4

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.

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.

  1. Step 1

    Define the requirement

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

  2. Step 2

    Record the activity

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

  3. Step 3

    Review renewal risk

    Keep registration renewals, manual checks and missing evidence visible.

  4. Step 4

    Produce the report

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

Compare the process

Common approaches

Use this page if your professional services team needs CPD, professional registrations and workforce compliance records to be visible without spreadsheet chasing.

Approach

Self-declared CPD spreadsheet

Useful for

Simple individual tracking.

Watch out for

Evidence, manager review and renewal reminders are manual.

Approach

HR notes

Useful for

Storing some staff information.

Watch out for

Often lacks CPD tracking software and professional registration tracking software depth.

Approach

SkillProofConnected workflow

Useful for

CPD, evidence, professional registrations, reminders and reports in one workforce compliance view.

Watch out for

Teams should define which CPD and registration checks they need to record.

In practice

How SkillProof helps professional services

The system keeps the status, date, evidence and next action visible without claiming to make the professional or regulatory decision for you.

  • Record CPD activity, hours, categories, reflections and evidence against the correct person and review period.
  • Use the category your process needs, including verifiable or structured and unstructured distinctions where they apply.
  • Keep registration renewal dates, manual check status and evidence visible alongside competence and appraisal records.

Official guidance

Checked

Professional-body CPD models differ. SRA currently uses reflection and identified learning needs without a minimum hours requirement; ICAEW uses CPD categories and verifiable hours; RICS uses structured and unstructured CPD. Each firm and professional remains responsible for the rules that apply.

Questions

Questions people ask

Straight answers about the record, evidence and product boundary.

Can SkillProof track CPD evidence?

Yes. SkillProof can record CPD activity and supporting evidence against staff records.

Can SkillProof track professional registration renewals?

Yes. Registration details, renewal dates, evidence and manual check status can be tracked.

Can reports be shared with managers?

Yes. SkillProof includes reporting workflows so managers can review training, CPD and evidence status.

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.