For professional services firms

Keep CPD and professional records connected to each person

Bring CPD activity, qualifications, reflection and supporting evidence together. Keep each person's review period and renewal dates visible, with automatic reminders to help your team follow up.

14-day free trial. No card required.

A professional services training matrix in SkillProof with fictional staff: a certificate is uploaded from the mobile app, approved, and the cell turns current.

Leave the CPD spreadsheet behind.

Each firm and professional body sets its own requirements. SkillProof records the activity and evidence; it does not award CPD credits or verify that a person has met a professional body's rules.

Managing it manually

  • CPD returns collected from each person
  • One professional body's model applied to everyone
  • Registration renewals kept in individual files
  • Development actions lost after the appraisal

With SkillProof

  • Set the CPD, registration, training or competency record the role needs.
  • Capture CPD hours, category, reflection and evidence, including structured or unstructured categories where used.
  • Use automatic reminders and keep registration renewals, manual checks and missing evidence visible.
  • Export a scoped record for internal review, client assurance or professional-body preparation.

A connected professional record

Keep each professional body's CPD model distinct.

Keep activity, reflection and evidence with the relevant review period. Growth includes CPD; custom or multiple schemes start on Professional, so your firm can use the structure its process needs.

A fictional professional's CPD hours: a new activity is added with its reflection, reviewed, and the total moves on.

Professional-body review, without the scramble.

Prepare a scoped pack from current CPD, registration, competence and evidence records across teams or offices.

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See how Audit Pack works

Audit Pack is included from Growth

An Audit Pack built from fictional current records: training, evidence, policies and registrations are added, then the PDF is ready.

Keep the activity, evidence and review together.

Professional records need enough structure to stand up to review. Each feature covers one part of the evidence chain.

The problem

Registration numbers, renewal dates and check notes are held in individual files.

With SkillProof

Keep the registration, renewal, manual check status and evidence in one record.

Explore Professional Registration Tracking

The evidence each firm role needs

Individuals maintain their activity. Managers review gaps. Compliance teams need the firm-wide picture.

  • Professionals and staff

    Record CPD activity, hours, reflections and evidence against the correct review period.

  • Practice and people managers

    Review development actions, registration renewals and missing evidence for their teams.

  • Compliance and risk leads

    See firm-wide gaps and produce a consistent record for internal or external review.

Where SkillProof fits

SkillProof records CPD, registrations, competence and evidence. It does not award CPD credits, interpret a professional body's rules, verify external registers automatically or guarantee compliance.

Questions from professional firms

Straight answers about records, reminders, evidence and where SkillProof fits.

Still tracking training in a spreadsheet?

Send us your training matrix and we will show what reminders could be automated.

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Which plan includes CPD and professional records?

Growth includes CPD, professional registration tracking, configurable reminders and Audit Packs. Professional adds custom or multiple CPD schemes and the dedicated Competence workflow; these are also available on Enterprise. Compare plans against the review processes your firm needs.

Can SkillProof track professional registrations like SRA, ICAEW or RICS?

Yes. SkillProof can record the professional body, registration or practising certificate details, renewal date, evidence and manual check status. It does not verify an external register automatically or interpret the body's rules.

Can it track CPD across the whole firm?

Yes. CPD activity, hours, categories, reflections and evidence can be recorded against each person and reviewed across the firm. Your firm still decides which fields, targets and review periods apply to each person.

Is SkillProof a CPD course provider?

No. SkillProof can create and deliver the firm's own internal courses and connect completed Learning to CPD records where configured. It does not supply accredited CPD content or award CPD credits.

Can it evidence competence to clients or regulators?

SkillProof can export a scoped record of registrations, CPD, competence evidence and open actions for review. The firm remains responsible for deciding whether that record meets a client's, regulator's or professional body's request.

Does it work across multiple offices?

Yes. Records can be reviewed across locations and filtered to the relevant office, team or person. Different requirements can still be set where roles or professional obligations differ.

How is CPD evidence collected?

CPD activity and supporting evidence are recorded against the relevant person and review period. Staff can submit evidence through the SkillProof evidence workflow for a manager to review.

See CPD and professional recordsacross your firm.

Start with test data to see how activity, hours, evidence, renewal dates and reports stay connected.

14-day free trial. No card required.