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Run: Broker Continuing Professional Development Tracking Log

Track a broker’s annual CPD hours, verify supporting records, and flag shortfalls before audit review. This log helps you compare claimed hours against the a...

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Submission Notice

Submission type (required)

Broker name or identifier (required)

Use the broker's internal identifier or full name as required by your compliance process. Avoid collecting extra PII unless needed for audit trail.

CPD year (required)

Enter the compliance year or cycle label used by your organization.

Certification Cycle

Cycle start date (required)

Cycle end date (required)

Minimum required CPD hours (required)

Enter the statutory or industry-body minimum for the selected cycle.

Applicable standard or body (required)

Other standard name (required)

Training Activity

CPD activities (required)

Activity categories covered (required)

Total hours claimed (required)

Sum of all submitted CPD hours for the cycle.

Verified hours (required)

Enter the hours that have supporting evidence and are eligible for compliance credit.

Verification and Supporting Records

Supporting documents (required)

Upload certificates, attendance confirmations, transcripts, or other evidence supporting the claimed hours.

Was the provider contacted for verification? (required)

Verification notes

Use this field for discrepancies, missing evidence, or clarification needed for audit review.

Record retention confirmed (required)

Confirm the record and evidence will be retained according to your compliance policy.

Yes No N/A

Deficiency Review

Hours shortfall

Is there a CPD deficiency? (required)

Corrective action plan (required)

Describe the actions, deadlines, and responsible person if the verified hours are below the minimum.

Reviewer name

Review date

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Email (required)

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