Professional services

CPD tracking that reflects each professional body's model

Record CPD activity against the model that actually applies: reflection and identified needs, total and verifiable hours, or structured and unstructured categories. Keep the evidence, review period and registration follow-up in the same workforce view.

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  • Reflection-led records where no hours target applies
  • Verifiable or structured hours where required
  • Registration renewals and evidence
Illustration: a firm-wide CPD spreadsheet sits behind SkillProof CPD records that follow each person's professional-body model, with hours, reflective entries and renewal actions. Fictional data.

Different professional bodies require different CPD records

Professional services teams need CPD records that match the model used by the relevant body, alongside registration renewals, competence evidence and manager follow-up.

Where it gets difficult

  • SRA continuing competence is reflection-led and has no minimum hours requirement, so a generic hourly target would be misleading.
  • ICAEW uses CPD categories with total and verifiable hours, plus relevant ethics training requirements.
  • RICS uses structured and unstructured CPD, with hours and supporting learning records for the review year.
  • Registration renewals, manual checks, competence evidence and CPD records still need one firm-wide review view.

With SkillProof

  • Record CPD activity, hours, categories, reflections and evidence against the correct person and review period.
  • Use the category your process needs, including verifiable or structured and unstructured distinctions where they apply.
  • Keep registration renewal dates, manual check status and evidence visible alongside competence and appraisal records.

How SkillProof helps professional services.

Each feature is tied to the record or review problem it solves. The requirements and decisions remain with your organisation.

CPD Tracking

The problem
Professional bodies use different models: reflection-led development, category-based verifiable hours or structured and unstructured activity.
How SkillProof helps
Record activity, hours, category, reflection and evidence without presenting one body's model as universal.

Professional Registration Tracking

The problem
Registration numbers, renewal dates and check notes are held in individual files.
How SkillProof helps
Keep the registration, renewal, manual check status and evidence in one record.

Evidence Tracking

The problem
Certificates are often split across inboxes, folders and paper files.
How SkillProof helps
Keep the certificate or evidence beside the exact training record it supports.

Competency Management

The problem
Competence reviews and development actions can be disconnected from training evidence.
How SkillProof helps
Record the assessment, outcome, evidence and next review against the person.

From CPD activity to a reviewable professional record

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.

  1. Step 1: Define the requirement

    Set the CPD, registration, training or competency record the role needs.

  2. Step 2: Record the activity

    Capture CPD hours, category, reflection and evidence, including structured or unstructured categories where used.

  3. Step 3: Follow up renewals

    Use automatic reminders and keep registration renewals, manual checks and missing evidence visible.

  4. Step 4: Produce the report

    Export a scoped record for internal review, client assurance or professional-body preparation.

Common approaches

Use this page if your professional services team needs CPD, professional registrations and workforce compliance records to be visible without a spreadsheet to maintain.

  • Self-declared CPD spreadsheet
    Useful for
    Simple individual tracking.
    Watch out for
    Evidence, manager review and renewal reminders are manual.
  • HR notes
    Useful for
    Storing some staff information.
    Watch out for
    Often lacks CPD tracking software and professional registration tracking software depth.
  • SkillProof
    Useful for
    CPD, evidence, professional registrations, reminders and reports in one workforce compliance view.
    Watch out for
    Teams should define which CPD and registration checks they need to record.

Questions people ask

Straight answers about the record, evidence and product boundary.

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Can SkillProof track CPD evidence?

Yes. SkillProof can record CPD activity and supporting evidence against staff records.

Can SkillProof track professional registration renewals?

Yes. Registration details, renewal dates, evidence and manual check status can be tracked.

Can reports be shared with managers?

Yes. SkillProof includes reporting workflows so managers can review training, CPD and evidence status.

Helpful next pages

Open the industry page, the related workflows or plans when you need more detail.

Review the CPD and registration workflow.

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

14-day free trial. No card required.