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CPD Co-ordinators

 

Recommendation:  Organisations that employ at least 3 qualified actuaries are encouraged to appoint a CPD Co-ordinator.

Who can be a CPD Co-ordinator?:  It is not necessary for a CPD Co-ordinator to be an actuary.

 

The main role of the CPD Co-ordinator is to act as a link on CPD issues between individual actuaries, their managers and the human resources function within an organisation and with the Institute and Faculty of Actuaries. They are also a link between the pofession and the organisation to enable relevant opportunities to be communicated effectively... for opportunities for colleagues to develop and share knowledge through involvement in working parties, and to ensure colleagues are advised of important information and key dates.  CPD Co-ordinators also aim to raise awareness and understanding of the Institute and Faculty of Actuaries' CPD requirements and to encourage and assist actuaries to undertake CPD.

 

  

Possible functions which might be undertaken by a CPD Co-ordinator:

The exact role and function of a CPD Co-ordinator will vary according to the firm and the requirements of actuaries within the firm. However, some possible functions include:

  • Encourage actuaries to undertake CPD.
  • Tell newly qualified actuaries about CPD and ensure that actuaries and managers are aware of the CPD requirements.
  • Help actuaries to plan and record their CPD programme, encompassing needs in technical skills, business and management skills and professionalism.
  • Monitor CPD undertaken.
  • Organise and encourage the provision of in-house CPD meetings, keeping attendance records if appropriate.
  • Encourage people within their organisation to suggest topics for, and present at the profession's CPD events.
  • Publicise CPD events (internal and external).
  • Consult actuaries on CPD matters on behalf of the profession.
  • Act as a point of contact for the profession on matters relating to CPD.
  • Provide feedback to the profession on all aspects of CPD.
  • Liaise with other CPD Co-ordinators and regional societies on local CPD provision.
  • Update the profession with any change of CPD Co-ordinator.
  • Attend the annual CPD Co-ordinators Briefing to share ideas.
  • Encourage actuaries to record their CPD and comply with the requirements of the profession's CPD scheme.

 

These functions will vary depending on the following factors:

  • Size of company.
  • Type of company.
  • Ethos of company in terms of general approach on training and development.
  • Location of company.
  • One site or multi-site.
  • Numbers of actuaries.

 

The Institute and Faculty of Actuaries keeps a database of CPD Co-ordinators and is in regular contact with them. We hold an annual CPD Co-ordinators' half day Briefing, in London, to facilitate the sharing of ideas and best practice.  The attached presentation was given at the 2011 CPD Co-ordinator's Briefing.  

 

Further information:  If you would like to know who acts as the CPD Co-ordinator for your organisation, or if you are interested in volunteering to become a CPD Co-ordinator please view the details on our volunteer vacancies section of the website, or contact Debbie Atkins to find out more.  In addition, if your organisation hosts an in-house CPD conference, please consider inviting the Institute and Faculty of Actuaries to come along and deliver a short update session, at your event.  This can either be done at the conference itself, or alternatively, over a lunchtime in your office as part of your CPD programme of events, during the course of the year.  Speak to Debbie for more details.