End of Year Information

Annual requirements

• Complete 15 hours of CPD per calendar year.
• This must include 1 hour of ethics and 1 hour per function fulfilled.
• Ensure the content of the CPD is directly relevant to your function(s).
• Participate in The Insurance Institute’s CPD scheme. 
• If you are Grandfathered or hold a CII designation (ACII or FCII), you can participate in any CPD scheme operated by a relevant professional body (including The Insurance Institute). Alternatively, retain a written log of your CPD activity.

Recent graduates

Your CPD requirements depend on when you passed your final exam.

• January/May graduates: You need to complete 4 hours of CPD in the same calendar year. This includes 1 hour of ethics and 1 hour per specified function.
• September/November graduates: Your CPD requirement will start in January of the following year.

If you hold an ACII/FCII designation from the CII, please refer to their website for specific CPD requirements.

1. Click here

2. Log in with your Member ID and password

   1. If you've forgotten your password, click the 'forgot member id/password' link under the 'Log In' button - note it may be your work email that's attached to your membership.

3. Once logged in, click the blue 'Connect' button

4. For here, you can view your log and submit your annual CPD hours

Click the 'forgot member id/password' link on the Member Area login page and input your details to request a new password. Please note that your new password will be sent to the 'primary' email address attached to your membership record. This may be your work email.

CPD eLearning is available through the homepage of Connect. Once logged in, you can find our full eLearning catalogue in the Finder in the top right of the screen.  Here you will see the list of content accredited for your designation. 

To access Connect, click the blue 'Connect' button once logged in to your Member Area.

For best results, we recommend that you use Google's Chrome browser.

Most browsers, with the exception of Microsoft Edge should work without major issue, however, if you come across any issues when viewing our online content, we recommend that you switch to Google Chrome.

Once logged in to Connect in your Member Area

• Click the ‘View CPD’ to access your log.
• Then click the ‘Add CPD’ button. This will allow you to search for and add accredited courses.

All CPD must be completed by 31 December. However, if you have completed your hours but forgotten to click 'submit', you have until 31 January to do so. No CPD hours can be added once midnight on the 31 December has passed.

If you are a Qualified or Grandfathered Person and were not providing financial advice during a defined period, you may be entitled to a pro-rata reduction in the required number of CPD hours for any given year.

You should apply for a pro-rata adjustment in advance of taking any leave.

You can request a pro-rata adjustment in the following circumstances:

• statutory maternity leave
• statutory adoption leave
• statutory block parental leave

Pro-rata adjustments are not granted in the following situations:

• part-time work/job-sharing
• holidays (including when taken immediately prior to or following maternity/adoption/parental/carer’s leave)

If you wish to apply for a pro-rata adjustment, download and complete this form and email it to the Member Services team at memberservices@iii.ie. 

Continuing Professional Development (CPD) requirements vary based on your profession, country, and affiliated professional bodies. Each body has its own set of CPD requirements to keep members updated and competent. Check official websites or contact the bodies directly to know your specific obligations. CPD activities may include attending events, courses, projects, or publishing articles. Keep track of your CPD activities and maintain records for potential audits.

If you also record CPD with other membership bodies (IoB or LIA) and are looking for relevant codes for Insurance Institute courses or exams completed, you will find these in Connect in your Member Area. 

Log in to the Member Area -> Access Connect -> Click the Finder in the top right -> IoB & LIA Codes.