Welcome to our Guide for recertification including full rules and requirements.

Transcription

1 TRADE FINANCE Recertificatin Prcess Guide Welcme t ur Guide fr recertificatin including full rules and requirements. Recertificatin is a way yu can demnstrate a cmmitment t carry ut cntinuus prfessinal develpment after achievement f CDCS / CDCS Advcates/ CSDG / CSCF and/ r Trade Finance Cmpliance (CTFC). The Lndn Institute f Banking & Finance is a registered charity, incrprated by Ryal Charter. 07/18

2 Cntents PAGE Intrductin t Recertificatin Main rules 3 The recertificatin cycle What is my recert cycle? 4 CDCS Advcates - 5 x cmpleted recerts 7 Cntinuing Prfessinal Develpment (CPD) What is CPD r PDUs? 7 Hw much d I need? 8 What can I claim? 12 CPD Resurces Where can I find CPD activities / events? 14 Taking ther exams 15 Recrding CPD Hw and what d I need t recrd? 16 What dcuments will yu require? 18 Submitting recrds fr assessment When and hw t submit yur recrds 19 Fees & Refunds 21 Certificates 22 Cntact pints fr further infrmatin 23 Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 2

3 INTRODUCTION Recertificatin applies t yu if yu wish t retain yur CDCS / CSDG / CTFC / CSFC designatin and helps demnstrate t emplyers that yu are keeping yur knwledge in internatinal Trade Finance up t date. We autmatically enrl yu int the Recertificatin Prgramme when yu initially pass the CDCS / CSDG / CSCF & CTFC examinatins. 3* years after passing yur initial exam(s) r last recertificatin cycle, yu need t apply t recertify yur designatin(s). If yu d nt want t use the designatin(s) 3 years after yur exam / last recertificatin, yu d nt need t recertify. Yur name will then n lnger appear n the Trade Finance Registry. Yu can recertify tw ways 1. By retaking and passing the full CDCS / CSDG / CTFC/ CSCF exam again at any pint in the future. 2. By carrying ut cntinuus prfessinal develpment (CPD) thrughut the recertificatin perid. (Previusly knwn as Persnal Develpment Units - PDUs) Bth are aimed at ensuring yu are learning mre and maintaining knwledge f Internatinal trade finance. *CDCS Advcates shuld see page 7 fr their requirements. The main rules: 1. Recertificatin happens every 3 years (6 years fr CDCS Advcates see page 7). If the recertificatin cycle is missed the nly way t recertify is t retake and pass the apprpriate exam. 2. The learning activities have t be in the recertificatin cycle. 3. Recertificatin submissins need t cme t us n later than 2 mnths after the end f the recertificatin perid. 4. Fr thse recertifying up t and including the 31 Octber CPD Learning hurs / PDUs are required t recertify. 5. Thse recertifying at 30 April 2020 and beynd will be required t submit 36 CPD Learning hurs / PDUs t recertify successfully. 6. There are n minimum r maximum amunts f CPD hurs which can be claimed in a year fr CDCS / CSDG r CSCF. Hwever there is a minimum requirement f 6 hurs every 12 mnth perid fr CTFC. (see table n page 10 fr examples) Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 3

4 7. Any suitable activity which is carried ut can be claimed twards CDCS / CSDG and CSCF Recertificatin. 8. Only activities which relate directly t trade finance COMPLIANCE can be claimed twards CTFC recertificatin. But, Trade Finance Cmpliance activities can als be claimed twards CDCS / CSCF and CSDG. 9. The activity must: have cntent which relates t Internatinal Trade Finance and in the case f CTFC be specific t cmpliance and regulatin. have cntent which is sufficiently challenging t thse with a Level 4 qualificatin Last fr a minimum f 30 minutes Be able t be verified e.g. have an attendance certificate r ther accurate dcumentatin t cnfirm participatin. 10. The fee needs t be paid Recertificatin by examinatin in rder t re-start the recertificatin cycle, yu can retake the examinatin. Yu will need t cmplete a full examinatin registratin and pay the assciated full exam fee. Yu will be given access t a new set f study materials and curse site. THE RECERTIFICATION CYCLE The Recertificatin cycle is generally 3 years (36 mnths) lng*. Fr CDCS / CSCF and CSDG this perid starts frm passing the examinatin (April r Octber) OR frm the start f a previus successful recertificatin cycle - and expires 3 years later. CSCF & CTFC are examinatins which can be taken at any time. Hwever, t ensure sme cnsistency and similarity with all Trade Finance recertificatin, the recertificatin perids will be aligned with the April and Octber cycles. This culd mean that yu have 3.5 years as yur first recertificatin cycle this will align t 3 years upn successful cmpletin f the first recertificatin ( see table 2 n page 5 fr examples). *CDCS Advcates (CDCSAdv) shuld see page 7. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 4

5 Fr CDCS and CSDG Recertificatin perids - Use this table and the infrmatin n page 6 t find yur recertificatin cycle: Table 1 Date f achieving exam r last CPD / PDU activity Perid Recertificatin due perid f recertificatin Octber Nvember Octber Octber 2018 April May April April 2019 Octber Nvember Octber Octber 2019 April May April April 2020 Octber Nvember Octber Octber 2020 April May April April 2021 Octber Nvember Octber Octber 2021 April May April April 2022 Fr CTFC / CSCF recertificatin perids Use table 2 belw these are examples t help illustrate hw the prcess wrks. Date f achieving exam CPD / PDU activity Perid Recertificatin due by On r between 1 May 2018 t Date f passing the exam t 31 Octber Octber Octber 2018 On r between 1 Nvember Date f passing the exam t 30 April April t 30 April 2019 On r between 1 May 2019 t 31 Octber 2019 Date f passing the exam t 31 Octber Octber 2022 On r between 1 Nvember 2019 t 30 April 2020 Date f passing the exam t 30 April April 2023 Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 5

6 Hw d I find ut when I need t recertify? There are fur different ways yu can find the date yu need t recertify: 1. Thrugh yur MyLIBF accunt under the mystudies Study Histry tab. See example belw: OR 2. Thrugh yur mycpd lg in yur MyLIBF accunt. If yu hld CDCS / CSDG / CSCF and CTFC yu will have access t a lg fr all designatins. Yu can just enter yur activity int ne lg and are given a chice t tick if yu want the activity t land in yur ther lgs autmatically. Example: 3. Frm the letter yu were sent with yur certificate which includes the date f yur recertificatin perid. OR 4. Frm yur certificate which carries a recertificatin / expiry date t shw yu by when yu must have cmpleted yur CPD / PDU activities. OR Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 6

7 Hw many times d I need t recertify? T keep the cntinual right t yur designatins yu will need t recertify every 3 years. Once yu have cmpleted yur 5th recertificatin cycle we will present yu with the CDCS Advcate (CDCS Adv) designatin. Once CDCS Adv has been achieved yu will mve t a 6 year recertificatin cycle. All ther cnditins and rules remain the same. CDCS ADVOCATES Wh are CDCS Advcates? In recgnitin f the successful cmpletin f 5 CDCS Recertificatin cycles we award the designatin f CDCS Advcate (CDCS Adv). This new designatin, created in late 2016, demnstrates the lng term cmmitment given t cntinuing prfessinal develpment (CPD) by maintaining and imprving knwledge in the area f Internatinal Trade Finance. CDCS Advcates may use the letters CDCS Adv after their name. This new designatin will require recertificatin but this perid is extended t 6 years nce advcacy has been achieved. The same amunt f CPD learning hurs / PDUs are required as thse n a 3 year cycle. CDCS Advcates can cntinue t retain their Advcate designatin if they cntinue t recertify. Yu d nt need t apply fr Advcate status as this is autmatically given when 5 recertificatin cycles have been cmpleted. New CDCS Advcates receive a Pin Badge and special Certificate. It is ur intentin t extend the designatin f Advcate t CSDG / CTFC and CSCF after 5 recertificatin cycles have been cmpleted. CONTINUING YOUR PROFESSIONAL DEVELOPMENT (CPD) What is CPD / PDUs? We nw use the term CPD Learning Hurs instead f the previus PDU (persnal develpment unit). We believe it better describes recertificatin as a cntinuatin f the learning already achieved after passing the Internatinal Trade Finance exams. Persnal develpment can be Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 7

8 achieved in s many areas f life and wrk but Recertificatin needs t fcus n cntinuing the knwledge yu have gained in the subject f Internatinal Trade Finance exclusively. Recertificatin is nt abut cllecting pints but abut adding t and maintaining yur knwledge f internatinal Trade Finance and we feel the term CPD better reflects this. ONE CPD Learning hur will be the same as ONE PDU previusly. What abut the PDUs / CPD Learning hurs I have already cllected? As mentined abve 1 x PDU will equal 1 x CPD Learning hur - s its simply a change in the wrding / terminlgy we are ging t be using. All PDUs will cnvert acrss t CPD learning hurs n a like fr like basis. Example: 10 PDUs will equal 10 CPD Learning hurs. NUMBER OF CPD HOURS / PDUs REQUIRED Hw many CPD hurs / PDUs d I have t achieve? 1. Fr thse wh are currently in a recertificatin cycle, which expires in 2018 r CPD Learning hurs / PDUs are required t recertify. There are n minimum r maximum hurs which can be claimed in any ne year. See table n page Thse wh start a recert cycle frm 1 May 2017 will be required t demnstrate 36 CPD Learning hurs t recertify successfully 3 years later. Fr CDCS and CSDG There are n minimum r maximum hurs which can be claimed in any ne year. Fr CTFC a minimum f 6 CPD learning hurs need t be btained each 12 mnths. (See page 10 fr examples). Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 8

9 Find yur recertificatin cycle in the table and then lk ver t the number f hurs required: Date f achieving exam r last perid f recertificatin CPD activity Perid Recertificatin due * Number f CPD Learning Hurs /PDUs required Octber Nvember Octber 31 Octber April May April April Octber Nvember Octber 31 Octber April May April April Octber Nvember Octber 31 Octber April May April April Octber 2018 April 2019 and nging future recertificatin perids 1 Nvember Octber 31 Octber May April April *Remember CDCS Advcates nly have t recertify every 6 years and will require 36 CPD hurs. Is there a maximum number f CPD learning hurs / PDUs I can gain in any ne year? N nt fr CDCS /CSDG and CSCF - btain yur CPD learning hurs any time during yur recertificatin perid t suit yur wn learning needs. Yes fr CTFC it s s imprtant t be regularly up t date with all cmpliance and regulatin matters, s a minimum f 6 CPD learning hurs must be achieved every 12 mnths twards CTFC recertificatin. The activity must be directly related t Trade Finance Cmpliance. The first 12 mnth perid will cmmence n the day f passing the exam subsequent perids will be n a rlling 12 mnth basis. See table n next page. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 9

10 Examples: Date f passing CTFC exam Maximum CPD Activity Perid Deadline fr first minimum 6 CPD hurs 21 December December December December January January January January February February February February May May May May June June June June September Sept Sept Sept 2019 These are examples nly t help illustrate hw the first 12 mnth perid will wrk. The CPD lg will keep yu n track with where yu are in relatin t achieving the 6 CPD hurs in the 12 mnth perid. There must be a minimum f 6 CPD learning hurs in any rlling 12 mnth perid s the abve are the first deadlines after passing CTFC. Fllwing n frm this, the next deadline will depend n when yu last achieved the 6 CPD learning hurs. Examples: Date f last CPD activity Maximum CPD Activity Perid Deadline fr minimum 6 CPD hurs 6 June June June June July July July July August August August August September September 2018 t 19 September 19 September December December 2018 t 30 December December February February 2019 t 31 January January March March 2019 t 24 March March 2020 Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 10

11 Why increase the number f CPD Learning hurs / PDUs? We cnsidered the CPD requirements fr ther financial prfessinals such as bankers, financial advisers and accuntants and fund that they are cmmitted t many mre CPD hurs than the 24 we currently require fr recertificatin. We believe that it s imprtant t demnstrate t firms, clleagues, custmers and emplyers that thse wh gain recertificatin have sufficiently demnstrated that their knwledge is up t date. 24 PDUS / learning hurs is just ne day a year spent maintaining and imprving knwledge. Recertificatin demnstrates that learning has substantially imprved yur psitin since taking the exam. 36 represents an average f ne hur f CPD / PDU each mnth f the recertificatin cycle which gives a simple reference pint t keep yu n track with yur CPD learning / persnal develpment. The increase nly affects thse entering their recertificatin cycle r a new recertificatin cycle frm 1 May Thse already in a recertificatin cycle will nt have t demnstrate the increased hurs until they enter a new 3 year cycle. (6 years fr Advcates). See table page 9. Will it be harder t achieve recertificatin? Our intentin is t make the activities yu can learn frm mre accessible and achievable, especially fr thse wh are currently unable t attend events r wrkshps. T assist with achieving the increased hurs we are allwing new CPD / PDU activities t be claimed twards recertificatin. See Page 12. We accept activities where the cntent is linked t Internatinal Trade Finance in general. The exceptin t this will be CTFC where the cntent must be related t Trade Finance Cmpliance. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 11

12 What activities can I claim? As well as participatin in Internatinal Trade events and wrkshps we will allw yu t claim CPD Learning frm activities such as thse belw prvided that the cntent is related t Internatinal Trade Finance fr CDCS / CSCF and CSDG and related t Cmpliance fr CTFC. The activities will need t be verified with dcumentatin t supprt the claim yur firm / emplyer / ICC / rganisatin may impse additinal checks r restrict the list f activities if they s wish as a cnditin f yur jb r membership: Preparatry wrk required prir t an event / wrkshp; Actins carried ut fllwing wrkshps r events; Online e-learning; Time taken t research cntent fr delivering training t thers; Brushing up n knwledge t take internal tests such as Anti-mney laundering; data prtectin; anti fraud measures etc. (test results will be prf f learning); Internal training carried ut by superirs as part f yur jb rle within Internatinal Trade Finance; Passing ther internatinal trade qualificatins we mentin this n page 15. Participating in industry briefings Reading industry press s lng as it s mre than 30 minutes AND a statement f the learning gained has been cmpiled. Gd clear recrds f this type f learning will be required. Time taken t research cntent fr cmpiling industry dcuments / bks / jurnals Time taken t research cntent fr exam r tests Meetings with internal r external clleagues where new knwledge r skills are gained in internatinal trade finance gd clear recrds will be required that can validate the learning and the claim. Reading f industry articles related t Internatinal Trade Finance thrugh yur extended access t ur nline library KnwledgeBank. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 12

13 Hw many CPD Learning Hurs / PDUs can I claim? Generally, the number f CPD Learning hurs / PDUs given t an activity will be based n the amunt f learning time the activity tk. Activities such as: Lunchbreaks; award ceremnies; netwrking r registratin are nt cnsidered learning activities. The nly exceptin is studying fr qualificatins. The general rule here is that we award ONE CPD Learning hur fr every 10 hurs f recmmended study time. Fr example: if 300 learning hurs are recmmended t cmplete a qualificatin, we award 30 CPD Learning hurs. On Page 15 yu will find the amunt f CPD hurs given when taking ur ther trade qualificatins. Hw shuld I chse my CPD / PDU activities? We encurage yu t chse CPD activities which are mst suitable t yur wn persnal learning desires r are required in rder t maintain yur rle r gain a prmtin. We dn t allw CPD fr events which deliver just basic r intrductry infrmatin regarding Internatinal Trade Finance. Ideally yu will have the freedm t chse yur wn activities which suit yur experience and learning desires. Hwever, smetimes yur emplyer r rganisatin will ask yu t take part in certain activities in rder t cmply with their wrking requirements. We will accept this type f CPD activity fr recertificatin prvided it is related t Internatinal Trade Finance / Cmpliance. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 13

14 CPD RESOURCES Where can I find suitable CPD / PDU activities? Yur lcal CDCS representative can keep yu infrmed f events happening in yur area / cuntry. Yu can lk n ur CDCS / CSDG Curse registry at the events we have been asked t recgnise as suitable fr Trade Finance learning acrss the glbe r nline. Yu can find yur wn resurces thrugh the internet such as Castline and ICC Academy KnwledgeBank ur nline library nrmally reserved fr access by studying students and members nly but fr the first time it will be available t thse wh are in a recertificatin cycle. There is a specially designed Internatinal Trade Finance area. Hw many CPD learning hurs / PDUs fr taking anther Internatinal Trade Finance exam? Yu can claim CPD Learning hurs / PDUs fr passing any f ur Internatinal Trade exams. The amunt f CPD Learning hurs given will depend n whether yu are currently in a recertificatin cycle. Use the table n the next page t find ut hw many hurs yu can claim. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 14

15 Find the exam yu want t recertify alng the tp rw in the left hand clumn find the exam yu are taking - lk acrss fr the number f CPD learning hurs / PDUs yu wuld gain Use table (1) if yur recertificatin is due befre January I want t recertify my CDCS I want t recertify my CSDG Exam I want t pass twards my next recertificatin CDCS N/A 16 CSDG 16 N/A CITF CTFC (Cmpliance) CertPAY 8 8 CSCF (Supply Chain) Use table (2) if yur recertificatin is due n r after 30 April Exam I want t pass twards my next recertificatin I want t recertify my CDCS I want t recertify my CSDG I want t recertify my CTFC I want t recertify my CSCF CDCS N/A CSDG 30 N/A 9 30 CITF CertPAY CTFC N/A 30 (Cmpliance) CSCF N/A Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 15

16 RECORDING CPD LEARNING HOURS /PDUS. Hw d I recrd my CPD Learning hurs / PDUs? We ask yu t make recrds f yur CPD Learning hurs / PDUs as and when yu carry them ut and they are fresh in yur mind. Yu shuld use the mycpd lg in yur MyLIBF accunt. Yur mycpd lg can be fund in yur MyLIBF accunt. We have prvided a Guide t registering and using the mycpd lg which is als available in the lg Yu will find that yu have a separate lg fr each designatin yu need t recertify (CTFC & CSCF lgs t appear in late 2018) What infrmatin d I recrd? The lg will ask yu t key in all the infrmatin needed fr a successful recertificatin. Yu ll als be tld when yu can send these t us via the lg. Yu can: Uplad cpies f dcuments fr safety and security Easily retrieve infrmatin r dcuments at any time. Access a user guide which tells yu hw t get yur recrds t yur emplyer / firm / spnsr r ICC shuld they request them. Why d I need t use the mycpd lg? We use yur MyLIBF accunt much mre in the way we cmmunicate with yu. We ll yu prgress updates n the activities yu have keyed in and tell yu hw we are getting n with yur recertificatin submissin. Mst imprtantly, we nw deliver yur new recertificatin certificate nt yur mylibf accunt. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 16

17 It s a rule f study / recertificatin with us that yu have access t the internet and give an address. The lg will be available wherever yu have access t the internet. Yu will be submitting yur recertificatin applicatin thrugh yur MyLIBF accunt frm nw n. This will have several advantages: It s a secure methd f passing ver yur details t us; Yu dn t have t check t see if we have received yur recrds because yur MyLIBF recrd autmatically feeds int ur systems; Yu can t lse yur recrds; Yu will receive an n screen cpy f yur recertificatin certificate far quicker than previusly; We can send yu updates and prgress reprts thrughut yur 3 year recertificatin cycle. I hld mre than ne designatin d I recrd CPD / PDUs fr all f these? Yes but - the CDCS and CSDG mycpd lgs will ask if yu wish an entry t g int bth lgs and if yu tick the bx it will d it fr yu. The lgs will help yu keep track f hw many CPD Learning Hurs / PDUs yu have fr each qualificatin. We are cntinually develping the mycpd lg and in due curse there will be just ne lg fr all Trade qualificatins with the ability t keep track f each qualificatin yu hld but withut the need t duplicate yur recrds. We ll let yu knw f any develpments when they are live. I dn t have access t the MyLIBF accunt? Every student is given access t this accunt when they first study with us. Yu will find yur persnal LIBF number in the cmmunicatins yu receive frm us. If yu have any prblem lgging in r accessing yur MyLIBF accunt please cntact us at custmerservices@libf.ac.uk Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 17

18 Yu can update yur infrmatin by clicking n the mydetails tab and then clicking n the update tab. What type f dcuments can I uplad t cnfirm my CPD learning / PDUs? We can accept the fllwing prvided they include yur name r direct reference t yu in persn - yu nly need t include ne dcument fr each activity unless yu feel that mre than ne is required fr us t be able t validate the learning and yur attendance / participatin. Dcuments must be in English. Examples: Attendance certificates CPD Certificates PDU Certificates trails in cntext r as screen shts Screen Shts Phtgraphs f dcuments PDFs Hyperlinks / Weblinks t shw where the learning came frm e.g. CITF OR Letters signed by superirs / third party trainers Test / exam results / certificates Cpies f newsletters / jurnals / bk extracts Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 18

19 steps SUBMITTING RECERTIFICATION RECORDS FOR ASSESSMENT When d I need t submit? Yu can submit yur applicatin t us in the mnth prir t yur recertificatin expiry date but n later than tw mnths after expiry. Yur lcal CDCS representative may administer yur recertificatin and ask fr yur recrds earlier than this. We d nt ask yu r yur emplyer / ICC t send us any CPD lgs r evidence files. We d, hwever, recmmend yu take a cpy (PDF) f yur lg and evidence files as yur recrds will n lnger be available after yu submit them t us r pass them t yur spnsr. Date f CPD activity Perid achieving exam r last perid f recertificatin Octber Nvember Octber 2018 Earliest submissin date (SUBMIT buttn will appear in yur mycpd lg) Recert Expiry Date 1 September Octber 2018 Latest submissin date 22 December 2018 Late applicatin fee applies frm * 1 December 2018 April May April March April June June 2019 Octber Nvember Octber September Octber December December 2019 Hw d I send yu my Recertificatin submissin and payment? This depends n whether yu are sending in yur recrds yurself r yur spnsr / emplyer is ging t send yur details t us. Spnsrs / emplyers use a simple spreadsheet fr this. I m making my wn submissin My Spnsr / emplyer will be sending yu my details Check yu are within the times mentined in the table abve Check yu have lgged / dcumented all the CPD / PDUs yu wish t be cnsidered fr yur recertificatin in yur mycpd lg n yur mylibf accunt Uplad supprting dcuments such as certificates / trails. Have yur means f paying the fee handy fr yur submissin Click n the SUBMIT yur CPD lg. buttn which will be available in yur lg when yu have input a minimum f 24 hurs and yu are within the mnth befre expiry. The next screen allws yu t make payment / r infrm us f yur payment methd. Save a cpy f yur acknwledgement - this is als yur payment receipt. Keep track f prgress via The Prgress Summary in yur mycpd lg. 1 Check yu are within the times mentined in the table abve 2 Check yu have lgged / dcumented all the CPD / PDUs yu wish t be cnsidered fr yur recertificatin in yur mycpd lg n yur mylibf accunt 3 Uplad supprting dcuments such as certificates / trails. 4 Yur spnsr / emplyer sends us yur details and payment n their spnsr spreadsheet 5 D nt click n the Submit buttn 6 Nt required 7 Nt required 8 Keep track f prgress via The Prgress Summary in yur mycpd lg. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 19

20 DO NOT yur recrds r cnfirmatin that yu have submitted yur applicatin t us as this will nly cause cnfusin. Yu DO NOT need t r send us any dcuments t d with yur recertificatin as these shuld be upladed t yur mycpd lg. If yu try t send / yur CPD t us in any ther way, yur recrds will be returned unchecked. What if I have achieved the required CPD / PDUs early? Please recrd yur CPD / PDUs in yur mycpd lg as and when yu carry ut the activity. This way we can mnitr hw yu are ding, send yu updates and keep yur recrds and certificates safe and secure. Remember thugh, that the pprtunity t submit yur recrds t us wn t pen until the mnth prir t expiry. As we can bth mnitr yur CPD learning hurs / PDUs frm the entries in yur mycpd lg thrughut yur cycle, there is n requirement fr interim CPD / PDU submissins. What if I m late making my submissin? We already allw 4 mnths verall fr yu t make yur submissin. If yu d have a need t recertify utside f these 4 mnths we will cnsider applicatins n an individual basis. All will be subject t the late fee mentined belw. Extensins are nly granted in circumstances such as ill health r military service and in sme cases because f issues utside f the individual s cntrl. Fr a late submissin t be cnsidered, all the CPD Learning / PDU activity must still have been carried ut in the crrect recertificatin perid. Hw lng will it take yu t prcess my recertificatin applicatin? Usually between 10 and 20 days. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 20

21 What happens if my applicatin is nt sufficient? We will wrk with yur t try t get yur recrds t reflect the learning yu have carried ut ver the 3 years f yur recertificatin cycle. We always encurage yu t check yur recrds are cmplete and accurate befre pressing the submit buttn in yur lg. If, even after, several attempts we have been unable t get the recrds t reflect the required criteria we wn t permit recertificatin and refund the majrity f the fee paid fr recertificatin less the administratin fee f 30. FEES What is the cst? The latest fee structure will always be available thrugh ur CDCS CSDG CSCF and CTFC websites. E.g. The current cst is 200. A late fee * is incurred if the applicatin and /r fee is received mre than ne mnth after expiry. The late fee is currently n tp f the recertificatin fee. When d I pay? Fees are payable with the recertificatin applicatin thrugh yur mycpd lg r frm yur spnsr. Applicatins cannt be prcessed withut the fee r fee details. Yu will be asked abut payment when yu SUBMIT yur recrd fr recertificatin thrugh yur lg. If yu require an invice befre payment please select the my cmpany is paying ptin and select invice required yes. Remember thugh, yur applicatin will nt be prcessed until payment has been received frm yu r yur spnsr. What methds f payment d yu accept? We can take payment frm a debit r credit card nline r bank transfers. Yu can als chse t use FLYWIRE. Our bank details will be displayed in yur lg nce yu make yur submissin. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 21

22 What happens if I pay and the applicatin is rejected? We will refund yur fee (less a 30 administratin fee) shuld yur applicatin be rejected r withdrawn. Hwever, we will d everything we can t wrk with yu twards an acceptable successful recertificatin where we can. RECERTIFICATION CERTIFICATES When will I get my certificate? New recertificatin certificates will be available within 24 hurs f us cmpleting ur recertificatin prcess and ur keying f the details int yur recrds. The certificate will be presented t yu in yur MyLIBF accunt and a cnfirmatin will be sent t let yu knw where yu can find this. Yu can print ff cpies r create a PDF cpy. The Certificate will stay n yur accunt until expiry. Why are yu putting the certificate in MyLIBF accunt? Having access t yur certificate nline has these advantages: See yur certificate mre quickly than by pst Yu can print ff as many cpies as yu like Accessible 24 hurs a day 7 days a week Certificate cannt get lst Yu can save a cpy in PDF frm t attach t s We dn t have t increase the cst f recertificatin because f rising internatinal pstage / curier csts. Yu can display a cpy via yur tablet r mbile device shuld clients r emplyers require t see it Its safe and secure Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 22

23 Can yu give me a paper cpy f my certificate? As yu can simply print ff cpies frm yur MyLIBF accunt there s n requirement fr us t prvide yu with a printed versin f yur nline certificate. Printed versins f yur certificate are identical t the ne shwing in yur mylibf accunt. Hwever, if yu wish us t supply yu with a cpy yu can apply t us at custmerservices@libf.ac.uk fr a paper cpy. There is a fee f 48 GBP fr a paper cpy t be psted ut t yu. This is payable prir t issue f the certificate. Will my Distinctin award shw n my Recertificatin Certificate? The distinctin award will shw n yur riginal exam certificate nly. It will nt shw n a recertificatin certificate as it is nt pssible t achieve mre than an assessment pass when carrying ut CPD t achieve recertificatin. Wh shuld I cntact if I need help with my submissin? Initially yu shuld check this Guide fr help. Alternatively infrmatin is available n ur website: CDCS Recertificatin webpages can be fund at CSDG Recertificatin webpages can be fund at ) CTFC webpages can be fund at: CSCF Recertificatin web infrmatin can be fund at: On ur Website using the Chat / Leave a message facility. If the web infrmatin desn t answer yur questin(s) please cntact recert@libf.ac.uk. We will respnd within 5 wrking days. Always keep yur MyLIBF accunt persnal cntact details up t date therwise yu will nt receive ur cmmunicatins r have access t yur certificate Page 23