Markets, regulation and practice move constantly. CPD is how our members move with them.
The Institute promotes lifelong learning as a condition of membership, not an optional extra. Every Associate Member, Member and Fellow is expected to complete the Institute's Continuing Professional Development requirements annually, alongside their subscription, to remain in good standing.
CPD is delivered through a mix of formats — from full-day conferences to short webinars — so members can build the required hours in a way that fits real working schedules.
Eight ways to keep learning
A deliberate mix — from flagship annual gatherings to short, practical webinars.
Annual Conferences
The Institute's flagship gathering, bringing the profession together each year.
Executive Masterclasses
Intensive, senior-level sessions led by experienced practitioners.
Professional Workshops
Hands-on, practice-focused sessions on specific technical topics.
Technical Forums
Focused discussion on emerging standards, regulation and practice.
Research Seminars
Presentations of the Institute's own and partner research.
Webinars
Short, flexible online sessions that fit around a working schedule.
Leadership Development Programmes
Structured development for members moving into senior roles.
Industry Roundtables
Peer discussion with practitioners across banking, investment and beyond.
Attend or complete
Take part in any recognised CPD activity through the year
Record your CPD
Log activities against the Institute's annual requirement
Submit for review
The Institute reviews CPD alongside annual subscription
Remain in good standing
Keep your designation current and your membership active
CPD is part of every grade of membership
Associate Members
Building foundational competence forward from the Basic Certificate through consistent, recognised CPD activity.
Members
Keeping advanced technical and strategic knowledge current well beyond the Professional Diploma.
Fellows
Required annually as part of Fellowship's ongoing responsibilities, alongside mentoring and leadership.
The Institute promotes lifelong learning — because a qualification should describe who you are today, not just who you were on the day you passed.IWSAM Continuing Professional Development