CPD Documentation Submission Requirements

You have been asked to provide all materials relevant to your CPD activities over the past two years. This information includes:

  • A copy of the CPD goals you set in your most recently Self-Assessment Guide and CPD plan
  • A copy of the tracking sheet you have used to list your CPD activities and credits
  • Copies of all available documentation to verify your participation

An article entitled Lessons from a “Mock Audit” of Member CPD Records was originally published in the January, 2019 e-bulletin and some of the information provided is summarized here to guide members in preparing their materials for submission:

Calculating the Total of 50 Credits Using Only the Maximum Number

Permitted within Each Category Category maximums have been established because the mandatory CPD program is based upon the understanding that members will learn more effectively if they engage in a variety of different learning experiences. Members are likely to exceed the maximum number of credits permitted within some categories and those credits which exceed the maximums may not be used towards the total of 50 required credits. The College’s on-line tracking tool automatically accounts for excess credits and members who do not use this tool must take care to count only the maximum allowable number of credits in each category when declaring that they have satisfied the requirements of the program.

Using Correct Activity Dates

If using the online tracking sheet, the date upon which the activities were undertaken must be manually entered, otherwise the form will automatically show the date the information was entered on the form.

Using Credits Only for Activities Occurring Within the Current Two Year Cycle

Only those activities conducted within the two years before the end of the cycle are eligible for credit. While the on-line tracking tool will account for events which are not within the cycle, those who choose not to use the on-line tool are advised to check the beginning and end dates of their current cycle when choosing and reporting their CPD activities.

Including Sufficient Detail about Activities

In determining how much detail to record in a CPD tracking sheet or other record, members should consider what information an auditor would need to understand what may have been learned and how the activity reported could be independently verified should the Quality Assurance Committee seek corroboration.

For example, more information is required than the simple declaration that “supervision” or “reading” had occurred. If reporting credit for supervision, identifying the supervisee as well as the date and length of each meeting, as well a general description of the nature of the supervision, will make it easy to understand what had occurred. It would also facilitate verification should that be necessary. If reporting credit for reading, the name of the book or article, author, journal, as well as the web addresses and the length of time spent should all be recorded.

If using acronyms to record and report activities, consideration should be given to how widely known the acronym is. Although it may be expected that acronyms like “WISC” or “CBT” may be recognized by most within the profession, the full names of local associations, organizational committees and less widely known tools and techniques should be used.

Retaining and Providing Documentation of Activities

Documentation that verifies registration or attendance at an event or involvement in an activity should be collected, retained and provided in the event of an audit. This may include certificates of completion or, if certificates are not provided, registration documents or program agendas. Correspondence confirming events like Committee meetings, Professional Interest Groups or Grand Rounds would also be acceptable.

Documenting Relevance to Professional Ethics

The content of at least 10 of the 50 mandatory credits reported must be focused on the ethics of psychological practice.

Unless the name of the activity makes it clear that the activity related directly to professional ethics, it is recommended that a note be made explaining how the activity satisfied this requirement. This could then be provided in the event of an audit. While there would be no need to explain the relevance of workshop titles like “Informed Consent with Children in Care” or “Developments in Privacy Legislation”, it would be necessary to explain how, for example, a webinar about scoring a new test would satisfy this requirement, if counting that activity.