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.

 

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.

 

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

 

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

 

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

 

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

 

Pro rata reduction for part-time workers. Provision for waiver. No explicit reference No Self-certification. Records may be demanded.

 



[1] Pending completion of further consultation, the proposed new scheme has not been included.