Partially regulated members have obligations under the CPD Scheme and are classed as Category 3 members for CPD purposes. Your obligations under the Scheme are limited to the Professional Skills Training (PST) component. If you are unsure about your PST obligations, you will find full details in the Scheme.
It is important that you read the CPD Scheme 2018/2019 in full to familiarise yourself with the requirements and your responsibilities under it.
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Category 3 - Definition
All members who are partially regulated Fellows and Associates of the IFoA on 1 July 2018 and who have not been classified as retired by the IFoA are Category 3 members for the purposes of this Scheme.
The Category 3 CPD year runs from 1 July 2018 to 30 June 2019. Category 3 members’ obligations under the Scheme shall have effect from 1 July following their transfer to Fellow or Associate.
Category 3 members must comply with the CPD requirements of their primary regulator.
Category 3 members must complete one of the following Professional Skills Training (PST) stages in each CPD year:
- Stage 3 Professional Skills for Experienced Members (or read CPD Scheme 2018/2019 Schedule 3)
To be undertaken each year by all Category 3 members who have completed Stage 2 of the PST or a professionalism event under the IFoA’s historic regime.
- Stage 2 Professional Skills Course (or read CPD Scheme 2018/2019 Schedule 2)
To be completed by Category 3 members within one year of transfer to the category of Fellow.
On completion of Stage 2 of the PST, members will progress to Stage 3 in the next full CPD year.
Evidence of CPD
Category 3 members must retain evidence of their participation in their CPD activities, which includes PST activities, for a period of two years from the date of the activity and must produce that evidence to the IFoA upon request.
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