Step 1 IDENTIFY
You need to show how you have identified any personal or professional development throughout the CPD year – this can include technical, business and behavioural as well as personal development. These would become your Objectives. One way to do this is to make a note of your current role and aims and ask yourself the following questions: - - - - What are my development goals? What do I need to do to achieve these goals? Where can I improve at work? What resources do I need?
Step 2 ACTION
You need to list what activities you have undertaken to meet your Objectives. You should think about the type(s) of CPD you would like to participate in and how effectively they will meet your training needs. There is no prescribed list of CPD activities, but this may provide you with some ideas as to how you could meet the training and development needs you have identified above. - - - - - - - - - - - - Reading and considering relevant articles in The Treasurer Attending courses, conferences and seminars Distance learning courses In house training supplied by employer Academic or professional study Production of a dissertation Research of a finance topic Preparation and delivery of training courses Work shadowing Coaching or mentoring Participation in a Committee or Working Group Writing articles for colleagues, in-house magazines, The Treasurer etc..
Step 3 REFLECT
You need to reflect on the activities you have done. For each planned activity that you undertake as part of your annual CPD, you could consider the following questions and use these to write a short statement which evaluates the relevance of the activity to your area of practice: 1. What was the activity? 2. What was the learning outcome? (i.e. what did you learn from the activity) 3. How is this activity relevant to your role? 4. How far did the activity meet your intended development needs? 5. If you have already used this learning in practice, how have you done this? 6. If you have not yet applied the learning in practice, how do you expect to? We ask you to pick the three activities you think had the most positive impact on your work, your employer or clients and complete this on the cover sheet.
How you record your CPD is up to you but may include:
Please download, complete and submit a CPD record cover sheet:
Take a look at these examples of how other ACT members approach their continuing professional development.
