Event Application for CPD Recognition of Activities

Section A : Company information
Contact Person

CRITERIA FOR CONSIDERATION

Please ensure that the following documents are attached, depending on the activity the application is submitted for:

1. Course / Workshop

  1. Agenda or Lesson Plan showing time allocation to each topic

2. Conference

  1. Agenda indicating event titles, duration and a brief description of each topic
  2. Three types of conferences have been identified:
    1. Networking Conference:  no specific learning component  - general interest presentations only
    2. International Insurance Conference:  specific conference presented at international level in which delegates share and learn from experiences in activities in other countries
    3. Professional Development:  specific learning focus by way of dedicated workshops

3. Seminar

  1. Agenda indicating event titles, duration and a brief description of each topic

4. Study leading to formal assessment

  1. Standards will be set by the educational authorities other than the IISA. The IISA will use the relevant qualification criteria and study plan to measure the CPD rating.

5. Self Structured Study

  1. A CPD plan must be submitted
  2. A mentor must be appointed and registered as such with the IISA (either an employer or an independent mentor) preferably the line manager or if a senior person or a sole practitioner, by a peer or their FAIS compliance officer confirming that a process was followed.

6. Industry Committee

  1. A copy of the terms of reference for the committee must be presented
  2. An attendance list of committee members present in meetings (ie the front page of the minutes), showing the date, time and duration of the meeting, and the committee members who are present in the meeting.

7. Lecture / Presentation

  1. A topic from list in Addendum A of the definitions document
  2. Agenda from the Organiser of the Event at which a Presentation is delivered, OR a Lesson Plan or outline of the Programme for a Lecture given
  3. Log of research time and duration of the presentation or lecture
  4. List of references used to source information

8. Material development / update

  1. Evidence must include date of publication and show the member as the author, or co-author, or editor of the material
  2. List of references used to source information
  3. Logbook or Journal of research hours spent
  4. Number of pages

9. Mentorship

  1. Sign off of CPD Training Plan
  2. Six monthly Progress Reports submitted to the IISA
  3. Logbook or Journal of mentorship hours spent

10. Articles

  1. Evidence must include date of publication and show the member as the author, or co-author, or editor
  2. List of references used to source information
  3. Logbook or Journal of writing hours spent
  4. Number of words

11. Professional Reading

  1. Is reading topical and current / related to the person’s area of interest / related to topics from Addendum A
  2. List of references used to source information
  3. Logbook or Journal of reading hours spent