Trustee Group (Board Members)

As a result of the COVID19 nation-wide lockdown which could potentially last several months, the PMI is aware that many of our members may not be able to meet the minimum annual 25-hour CPD requirements for 2020. 

We understand without the large conferences and seminars in which many of our members accumulate their structured CPD time this could cause difficulties in meeting the required number of hours. 

In view of this, for 2020 the CPD requirements will be shortened to a minimum of 15 hours. 

The CPD structure will remain the same. 

We offer a voluntary CPD scheme for Trustee Group members. Participating trustees must complete at least 15 hours of CPD per year, 12 hours of which must be structured CPD.

CPD became compulsory for PMI Fellows in 2010 and for Associates in 2011. Although CPD is not compulsory for other members, the scheme and recording system is open to all. To get access, please contact Membership team.

Recording your CPD demonstrates that you are working to ensure your knowledge and skills are up to date. By participating in the CPD programme, you act to mitigate risk and enhance your skills and competences, enabling employers, stakeholders and clients to feel confident in your abilities as a professional.

The CPD year runs from 1 January to 31 December. 

If each member of your Board has achieved 15 hours CPD, the Board is eligible for PMI Certificate Achievement.  A Trustee Group Board Scheme Self Declaration form can be downloaded below.

These regulations are made by the Board under article 13 of the Institute’s Articles of Association. They cover the CPD scheme for PMI members but do not cover the CPD requirements of the PMI Accredited Adviser Programme (PMI AAP), which has its own separate CPD regulations.

The key points to be aware of are as follows:

• CPD is compulsory for Fellows and Associate Members of the PMI
• the scheme requires a minimum of 25 hours relevant CPD to be completed each year
• at least 50% of the recorded content must be focused on pensions and retirement savings subjects. However, in recognition of the wide range of appointments that members undertake, particularly more senior members, the remaining 50% of CPD can cover the wider aspects of business such as IT, management, financial, business ethics and legal matters
• a basic principle of the scheme is that CPD should be additional to paid employment. However, we are aware that many members are in positions such as training and consultancy where research is required in advance of customer meetings. In conversations with members we have taken the position that the time spent on this research can be counted as part of CPD, on the principle that this meets the CPD requirement to keep up-to-date, but the customer facing time cannot be counted since this is part of paid employment

Members can update their CPD records by logging in to the members' area at the top of this page and selecting 'MY PMI'. Once logged in, choose the My CPD tab to list all your activities.

If you prefer to register your CPD manually please download a copy of the CPD record sheet below.

If you wish to record a self-declaration for CPD completed under the auspices of another professional institute please download the form below.