Membership organisations face ongoing challenges in effectively capturing and validating Continuing Professional Development (CPD) among their members.

Professionals often view CPD as merely a tick-box exercise, leading to infrequent evidence collection and potential compliance gaps. Organisations typically manage compliance through limited sampling, yet with increasing regulatory oversight, there’s growing pressure to implement more rigorous and comprehensive tracking methods.

With limited technology budgets, many membership organisations simply cannot afford to invest the sums required to build CPD apps or digital solutions for their members, or to pay for CRM configuration to automate and manage the oversight process. This leads many to rely on manual, resource intensive process administration, limiting their ability to add value to members undertaking CPD, as well as missing out on potential income opportunities arising from the promotion of personalised learning, events, coaching  and other potential services arising from CPD completion data.

Recently, I had the opportunity to meet with the CPD Valet team Sendur Kathir, Danny Mahon, and Anusha Param. Sendur Kathir, a visionary in digital transformation, Danny Mahon, an experienced professional bringing CPD Valet to the UK market following significant international success, and Anusha Param, a specialist in customer success, collectively bring extensive expertise to addressing CPD challenges faced by membership organisations.

CPD Valet uniquely addresses CPD pain points through an intuitive platform that simplifies CPD management, transforming it from a routine requirement into genuine member value.

Members gain access to a user-friendly dashboard clearly outlining their specific CPD obligations, including mandatory regulatory updates. CPD Valet aggregates relevant learning content from both membership organisations and third-party providers, tailoring recommendations based on individual professional profiles. For instance, a tax accountant and a forensic accountant receive personalised content that directly addresses their unique learning needs.

One significant issue CPD Valet resolves is the cumbersome process professionals face when belonging to multiple associations, each with their own CPD logging requirements. The platform provides a consolidated solution, allowing members to log their CPD activities once and share these across different associations seamlessly, provided those associations use CPD Valet.

The platform supports comprehensive activity tracking through innovative features such as QR code scanning at events, automatic updates of CPD points, and seamless integration with learning management systems. Professionals can manually record activities, link evidence directly from emails, and associate CPD records with specific learning goals, significantly easing the preparation process for compliance audits.

For membership organisations, CPD Valet unlocks powerful data-driven insights. Organisations can proactively engage with members who are not meeting CPD requirements, using targeted communication and personalised learning recommendations to foster improved compliance. Moreover, built-in reporting and automated sampling streamline audit processes, reducing administrative burdens.

Unlike traditional CRM systems not inherently designed to manage dynamic CPD requirements, CPD Valet is built specifically with CPD compliance and flexibility in mind. Its microservices architecture facilitates rapid deployment often in just one to two days without costly customisation. As CPD rules evolve, organisations can easily update frameworks, with changes immediately visible to members through the platform. I was genuinely surprised by how easy it was to configure a CPD framework for one of my clients and see this reflected instantly in the member app.

CPD Valet’s forthcoming integration of AI for automated audits will further elevate efficiency, enabling CPD officers to manage compliance by exception, thus shifting their focus from routine administrative tasks to more strategic oversight.

With compelling presentation capabilities and mobile-friendly interfaces branded specifically for each organisation, CPD Valet not only simplifies compliance but enhances member engagement, transforming CPD into a meaningful and valued professional development tool.

For UK membership organisations seeking a streamlined, scalable, and member-focused approach to CPD management, CPD Valet offers a uniquely effective and innovative solution.

For more information contact danny.mahon@cpdvalet.com.