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Log CPD for everyone at the firm and see who is on track for the year. Go to Organisation, then CPD.
This sits alongside your AI governance. It does not count towards your GUARD Score. AI training is recorded separately on the Training page.

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The CPD year

The CPD year runs from 01/01 to 31/12, as RICS uses. RICS members need at least 20 hours a year, at least 10 of them formal, and must record it with RICS by 31/01 the following year. guardbook tracks your progress but does not submit anything to RICS for you.

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Setting each person’s target

Each person has their own target, because other professional bodies (RPSA, CIOB, CIAT and so on) set different numbers. Next to a person, choose Set a target and pick one:
  • RICS member: 20 hours, 10 formal
  • Custom: enter the hours a year and, optionally, how many must be formal
  • Not tracked: for people with no CPD requirement

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Recording CPD

Choose Record CPD and fill in:
  • who did it and the date
  • what it was, for example “RICS webinar on Level 3 surveys”
  • the provider, if any
  • the hours, in quarter hours
  • Formal (structured, with learning outcomes) or Informal (self-directed)
  • optionally, what was learned and where the certificate or notes are kept
Entries cannot be edited once saved. If you make a mistake, remove the entry and record it again.

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Seeing progress

Each person shows bars for their total and formal hours against the target, and either Done for the year or how many hours they still need by 31/12. The CPD log at the bottom lists every entry, filtered by year and person.