Strategi Institute has developed a number of templates that an adviser can use when planning and recording their continuing professional development.
Continuing professional development plan template
The self-assessment professional development plan template, available for download below, can help you identify the areas in which you need training. This should be customised according to your own requirements.
You can also download an example of a completed template to help guide you in what sort of information you need to consider..
CPD Log
All CPD training should be recorded along with details of the training such as the dates, whether it was structured or unstructured, who training was provided by, and a brief description of the training.
A template for a CPD Log can be downloaded below.
