CPD case study

Meet Yakob

Yakob Meyers has been an ICAEW member since 2009. Sixteen months ago, he took a sabbatical from his organisation, using the time to pursue personal interests. He returned to his role as financial controller at a Central Government Department in the final quarter of the current CPD year (2023/24).  

Yakob's CPD requirements

As he has been on a career break for nine months of the current CPD year, Yakob is exempt from the CPD regulations for this proportion of the year. He is within the scope of the CPD regulations for the remaining three months of the year, on a pro-rata basis.

Yakob goes through the CPD self-assessment tool which confirms that his work as a financial controller falls into not-in-practice CPD category 2. The annual requirement for this category is to complete 30 hours of CPD annually, of which 10 must be verifiable. As Yakob has been on sabbatical for three quarters of the CPD year, the requirement is pro-rated at 25%, meaning he must complete 7.5 hours of CPD during the current CPD year, of which 2.5  hours must be verifiable.

Yakob is also required to keep records and make them available to ICAEW on request. 

Yakob's CPD activities

Yakob’s employer provides a programme of CPD learning tailored for staff returning to work. Yakob’s personal CPD plan is structured as two days of learning, to update his technical knowledge (12 hours).

Yakob also completes the employer’s ethics learning programme (two hours), which has similar learning outcomes to the ICAEW's ethics CPD course. In addition, he attends a skills refresher programme (three hours) prior to overseeing the production of the monthly management accounts.