Annex III Continuing professional development schemes
NB other than specific requirements for advocates and early career lawyers, this table does not include specialist accreditations for eg pupil supervisors, recruitment or specialist accreditations.
| Model: input, output, cyclical | Minimum hours annually | Prescribed content/activity | Permitted activities | Pro rata or reduction available (other than for new entrants or retired members) | Cross-recognition of activities | Carry over of surplus hours | Method of assessment or reporting | |
| Barristers (current system)[1](BSB, 2013b) | Input | 12 hours | New practitioners programmes (including nine hours of advocacy and three of ethics and a forensic accountancy course). Of the 12 hours at least four must be in accredited activities (events accredited by the BSB). | Other activities may include: other courses; being a judicial assistant; teaching, writing books, articles of practice notes (up to 4 hours); moots (up to 2 hours) | Dispensation for eg, illness or sabbatical. Power to waive requirements. | Courses run by the CPS, JSB or Ministry of Justice. | No. | Annual submission of record card. |
| CILEx members to 2013 (CILEx, 2013) | Input (although the output of eg coaching, CILEx Law School tests may be submitted in the record) | 6 to 12 hours depending on grade of membership (in 2013 - a shortened year top accommodate implementation of new scheme below) |
Five hours of advocacy for CILEx advocates.At least half must be in the individual's specialist area and some activities are weighted dependent on their relationship to the specialist area.
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CILEx Law School Updates 2013 (maximum 75%) Relevant Journal or Internet Articles 2013 Attendance at courses or seminars in specialist or non-specialist areas Distance Learning Courses (including e-learning) in specialist or non-specialist areas In-house training by employer in specialist or non-specialist areas Training by local CILEx or Law Society Branches in specialist or non-specialist areas Academic or professional study in specialist or non-specialist areas Production of a dissertation in specialist or non-specialist areas Research of a legal topic in specialist areas only Preparation and delivery of training courses in specialist or non-specialist areas Work shadowing in specialist or non-specialist areas Coaching or mentoring in specialist or non-specialist areas Participation in development of areas of law through Committee or Working Party activity - specialist areas only Writing on law or practice - specialist areas only.
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Dispensation for eg, illness, but no pro rata for part-time working | Courses accredited by the Law Society or any other professional body provided it complies with CILEx scheme. Dual counting (eg with CLC) I permitted. | No | Online submission of annual logbook. |
| Model: input, output, cyclical | Minimum hours annually | Prescribed content/activity | Permitted activities | Pro rata or reduction available (other than for new entrants or retired members) | Cross-recognition of activities | Carry over of surplus hours | Method of assessment or reporting | |
| CILEx members from 2014 | Cyclical | 9 (of which at least five must be 'planned' activities) for all grades of membership from associate upwards. | At least one entry must be on ethics. CILEx advocates must make at least two entries on advocacy. | The new scheme recognises as an indicative list the activities permitted in the old scheme and adds that the new scheme permits 'learning gained from being involved in a 'critical incident' and learning through the experience of new tasks.' ('unplanned activity') | No (there is a reduction for those working towards Chartered status through the work-based learning requirements) | N/A | No | Annual submission of record (evidence may be demanded) |
| Costs lawyers | Input | 12 points |
A minimum of six hours must be from:Attending ACL National Conference
Attending ACL training course Attending CPD approved costs conference or training (in-house or external) on costs related subject matter Attending CPD approved training (in-house or external) on subject matter of relevance e.g. advocacy, area of law in which bills are drafted Attending training by a CLSB Accredited Costs Lawyer Delivery of training on costs by a CLSB Accredited Costs Lawyer Completing CPD approved webinars |
Other activities must be from the following list: Marking of Costs Lawyer examination papers and assignments Attending non CPD accredited in-house training by employer on any legal subject matter Writing articles relating to costs law for the Costs Lawyer Journal or other legal publications Coaching and mentoring of Trainee Costs Lawyers Reading and completing ACL tutorial updates Reading all Costs Lawyer Journals throughout the CPD Year
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No | Law Society, Bar Council and CILEx. | No | Annual declaration of compliance and records may be demanded |
| Licensed conveyancers (CLC, 2011a) | Input/some output | 12-16 hours of 'recognised courses' for managers; 6-8 hours of 'recognised courses' for non-managers | Subject matter must be relevant to the individual's professional development and help to deliver positive outcomes to clients. | Requirement is defined in terms of 'recognised courses' only. However an outcomes focused code refers to standard of work; the best interests of clients; ethics; equality and obligations to keep one's skills and knowledge up to date; to act only within one's competence and to ensure the competence of all employees of any regulated entity | No | Courses must be provided by the CLC or CLC approved providers | No | Self certification of training record. |
| Model: input, output, cyclical | Minimum hours annually | Prescribed content/activity | Permitted activities | Pro rata or reduction available (other than for new entrants or retired members) | Cross-recognition of activities | Carry over of surplus hours | Method of assessment or reporting | |
| Notaries (Master of the Faculties, 2010) | Input/some element of output | 6 points | At least three points must be in accredited activity (additional requirements for those practising in probate and conveyancing). Accredited activity is defined as a) a face to face course or b) a distance learning course which involves a dissertation or other written assessment. |
Non accredited activity is defined asLectures and seminars;
Coaching and mentoring sessions (including supervision of trainees) face to face or at a distance; Writing on law or practice Research on law or practice leading to such outputs as forms, surveys, precedents; Watching and listening Work shadowing; Specialist committees and working parties; Studying for professional qualifications; Setting, marking and moderating professional examinations
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Waiver possible. | No explicit provision | No (explicitly prohibited) | Accredited activities must have some form of assessment of learning outcomes (although this could be a questionnaire). Records submitted annually |
| Patent attorneys/registered trade mark attorneys (IPReg, 2013) | Input | 16 | Specific annual requirements for advocates and for litigators. Less formal activities may not normally comprise more than 25% of CPD activity. |
An indicative list is provided:Attending or speaking at a CPD event
Participating in a formally organised in-house', educational meeting or discussion Preparing a lecture, seminar, book, article or law report where legal research is involved of the standard and extent required for publication in an established legal publication The following activities may not amount to more than 25% of the total: Speaking and preparing for a client seminar Providing a tutorial for trainees and examination candidates Giving and preparing for a lecture on careers in IP Personal study towards professional qualifications Examining for UK (or European) qualifying examinations Activities that relate to relevant European and/or foreign law Keeping up to date on developments in a specific specialist technological field Personal training in practice management Personal study of books, articles, law reports, conference papers, recordings (eg webinars that are not interactive) and the like Serving on a committee of ITMA or CIPA expressly concerned with IP law and practice or on an IP related committee of a body such as the IP Federation, LES or FICPI Marking papers for UK (or European) qualifying exams
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Dispensation for illness, career break etc. No pro rata for part-time working. | Yes | No | Annual self-certification |
| Model: input, output, cyclical | Minimum hours annually | Prescribed content/activity | Permitted activities | Pro rata or reduction available (other than for new entrants or retired members) | Cross-recognition of activities | Carry over of surplus hours | Method of assessment or reporting | |
| Solicitors (SRA, 2013d) | Input (a SWOT analysis is recommended but not required) | 16 | Management Course stage 1 within first three years of practice. QLTS entrants are required to complete parts of the PSC. At least 25% must be by attendance at accredited courses. |
Non accredited courses Structured coaching and mentoring sessions, teaching (including work on assessing and verifying NVQs) , writing on law or practice, work shadowing, research resulting in a practice note, precedent or the like, writing of a dissertation, video tapes and audio-cassettes; distance learning courses provided there is some engagement; preparing course materials and teaching; NVQ assessors' training developing specialist areas by participating in committees and working groups, work towards an NVQ or professional qualifications
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Pro rata reduction for part-time workers. Provision for waiver. | No explicit reference | No | Self-certification. Records may be demanded. |