Continuous Professional Development
Everything you need to know
All designation holders are required to complete an annual total of 15 CPD hours. Exceptions are CUG, CUC and PTP holders without any other existing LIA designation, for whom the requirement is 6 hours.
At least 1 hour of CPD must be relevant to each category covered by your designation(s). For QFA holders, this includes all five product categories.
PTP holders need to acquire 6 hours relevant to Trusteeship, Savings/Investments, and Pensions, plus any additional categories they are accredited in.
For CUG and CUC holders, at least 1 hour must be relevant to the CU category.
The aim of the CPD Scheme is to ensure that holders of various designations, including QFA, APA, CUA, CUG, CUC, and PTP, continually maintain, update, and enhance their professional knowledge and skills. This scheme supports the ongoing competency standards required in perse financial and trustee roles.
The primary objective is to ensure that the knowledge and skills of designation holders are continually enhanced and updated, following the initial award of their respective designations. This is crucial to ensure that inpiduals who qualified in the past remain as knowledgeable and competent as those qualifying today.
In the context of the Minimum Competency Code (MCC), the CPD content for designations such as APA, CUA, CUG, CUC must be directly related to the knowledge requirements specified in the MCC. This includes areas related to retail financial products and other categories specific to each designation. For PTP designation holders, the CPD content will focus on governance, compliance, and competence in managing defined contribution occupational pension schemes or Trust Retirement Annuity Contracts (RAC), including the role of a Pensioner Trustee.
LIA offers members a comprehensive CPD programme to help members meet their annual CPD requirements. The programme includes:
- Online Live Events
Real-time CPD events. From January 2026, all LIA online CPD events will be free to attend for members. - In-Person CPD Events
Practitioner-focused sessions that support learning, networking, and professional growth. - On-Demand Events
Flexible, self-paced online learning available anytime, providing structured CPD hours.- From January 2026, all LIA online CPD events will be free to attend for members.
- CPD Annual Update Manual
An annual publication covering key regulatory and industry developments, providing up to 4 CPD hours (and 1 additional hour for members holding the PTP designation exclusively). - Qualification Programme
Accredited programmes designed to support career progression.
Do you have a Designation Available?
Start your CPD journey as a Qualified Member of LIA.