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End-of-year 2023 - What you need to know

As we reach the end of 2023, we wanted to give you all an easy way to find out upcoming key dates for your calendar and advice on how to complete, record and submit your CPD hours ahead of the 31 December deadline.

 

KEY DATES

The deadline for CPD submission is 31 December.

Before you submit, check you have...

  1. Completed your required hours
  2. Completed 1 hour of ethics
  3. Completed 1 hour per specified function you fulfill
  4. Uploaded evidence of CPD completed*

Learn more about CPD requirements

*non-Insurance Institute CPD only

 

Navigating the CPD system...

Not sure how to find your way around the CPD system? Watch the videos below to learn more.
Institute Qualified or Grandfathered? Watch this.
ACII or FCII? Watch this.

Need help?

The Frequently Asked Questions below may give you a quick answer, however, if they don't, our Member Services team are available to help Monday-Friday from 9am-5pm. Please note that they will be working reduced hours over the Christmas period.

 

Our Christmas opening hours

We will close on 22 December at 5pm and re-open on 2 January at 9am. For urgent CPD queries, a small number of our Member Services team will be working the following hours between Christmas and New Year:
  • Wednesday 27 December: 10am to 3pm
  • Thursday 28 December: 10am to 3pm
  • Friday 29 December: 10am to 3pm
  • Saturday 30 December: 10am to 3pm
  • Sunday 31 December 10am to 3pm

Email memberservices@iii.ie or call 01 645 6670

 

Looking to contact TestReach?

If you are looking to contact our online exams partner, TestReach, over the Christmas period regarding January 2024 APA/CIP Exams, please note the following:

  • 25 & 26 December offices closed.
  • 27 - 31 December, 10am - 3pm, reduced candidate support (email and chatbot only)
  • 2 January, offices re-open.

 

FAQs

Annual requirements are:
  • Complete 15 hours of CPD per calendar year.
  • This must include 1 hour of ethics and 1 hour per function fulfilled.
  • Ensure the content of the CPD is directly relevant to your function(s).
  • Participate in The Insurance Institute’s CPD scheme. 
  • If you are Grandfathered or hold a CII designation (ACII or FCII), you can participate in any CPD scheme operated by a relevant professional body (including The Insurance Institute). Alternatively retain a written log of your CPD activity.

ACII or FCII Qualified?

Learn more about your CPD requirements on the CII website here

  1. Click here
  2. Log in with your Member ID and password
    1. If you've forgotten your password, click the 'forgot member id/password' link under the 'Log In' button - note it may be your work email that's attached to your membership.
  3. Once logged in, click the blue 'Connect' button.
  4. You can view your log and submit your annual CPD hours via the 'My CPD Log' portlet.
Click the 'forgot member id/password' link on the Member Area login page and input your details to request a new password. Please note that your new password will be sent to the 'primary' email address attached to your membership record. This may be your work email.

CPD eLearning is available through the homepage of Connect via the 'CPD - Find eLearning' portlet.  Here you will see the list of content accredited for your designation. 

To access Connect, click the blue 'Connect' button once logged in to your Member Area.

For best results, we recommend that you use Google's Chrome browser.

Most browsers, with the exception of Microsoft Edge should work without major issue, however, if you come across any issues when viewing our online content, we recommend that you switch to Google Chrome.

Once logged in to Connect in your Member Area,

- Click the ‘My CPD Log’ portlet to access your log.

- Then under 'Activities in CPD' click the ‘Add CPD’ button. This will allow you to search for and add accredited courses.

All CPD must be completed by 31 December. However, if you have completed your hours but forgotten to click 'submit', you have until 31 January to do so. No CPD hours can be added once midnight on the 31 December has passed.

It all depends on when you passed your last exam.

If you were a new graduate awarded a designation (e.g. APA) following January or May exams, you are subject to the following requirements for this year.

 

January/May

You will need to complete 4 hours of CPD. This includes 1 hour of ethics and 1 hour per specified function fulfilled.

 

September/November

If your last exam was in September or November, your CPD requirement will begin next January.

If you hold an ACII/FCII designation by the CII you will need to check the CPD requirements that apply on www.cii.co.uk/cpd

If you are a Qualified or Grandfathered Person and were not providing financial advice during a defined period, you may be entitled to a pro-rata reduction in the required number of CPD hours for any given year.

You should apply for a pro-rata adjustment in advance of taking any leave.

You can request a pro-rata adjustment in the following circumstances:

  • statutory maternity leave
  • statutory adoption leave
  • statutory block parental leave

Pro-rata adjustments are not granted in the following situations:

  • part-time work/job-sharing
  • holidays (including when taken immediately prior to or following maternity/adoption/parental/carer’s leave)

If you wish to apply for a pro-rata adjustment, download and complete this form and email it to the Member Services team at memberservices@iii.ie. 

If you hold a professional designation, you must complete 15 hours formal CPD each year to meet your requirement, one of which must relate to ethics.

The situation can be a little more complex if you hold multiple designations. Here are some scenarios that might help to clarify the situation – however, we’re here to chat you through the process. Call us on 01 645 6670 for further information.

  • Scenario A. If you hold an APA with both The Insurance Institute and the LIA/IoB, you must complete a total of 15 hours CPD between both designations (1 hour must be in ethics and 1 hour for each product category)
  •  
  • Scenario B. If you hold a CIP with The Insurance Institute and an APA Life with the LIA/IoB, you must complete a total of 15 hours between both qualifications (1 hour must be in ethics and 1 hour for each product category). You should record your CPD with the body who holds the most senior qualification – in this case, The Insurance Institute.
  •  
  • Scenario C. If you hold a CIP with The Insurance Institute and a QFA with LIA/IoB, you must complete a total of 15 hours CPD for each qualification. The member must make a CPD return to both The Insurance Institute and LIA/IoB, however please note that a member can include some of the same CPD hours in their return to both bodies, provided  it's relevant and the member has completed their specified function hour(s) and Ethics hour.

If you also record CPD with other membership bodies (IoB or LIA) and are looking for relevant codes for Insurance Institute courses or exams completed, you will find these in Connect in your Member Area. 

Log into the Member Area > Access Connect > Click the 'CPD Find eLearning' portlet.  Then, on the left hand side of the screen under the 'Library' heading, click the text at the bottom of this section titled - F2F, Exam, eLearning & Webinar Codes | IoB & LIA CPD - to access codes.

 

Log in to submit CPD
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If you have any questions regarding your CPD, please contact Member Services by email at memberservices@iii.ie or by phone 01 645 6670.

The Insurance Institute of Ireland
Insurance Centre, 5 Harbourmaster Place
IFSC, Dublin 1, D01 E7E8
01 645 6600 | info@iii.ie

The Insurance Institute of Ireland is registered in Ireland. No. 518942 and is a company limited by guarantee, with permission to omit the suffix 'CLG' from its name.
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