{"id":11628,"date":"2024-02-21T15:20:31","date_gmt":"2024-02-21T15:20:31","guid":{"rendered":"https:\/\/www.stoneshot.com\/learn\/?p=11628"},"modified":"2025-06-12T15:37:38","modified_gmt":"2025-06-12T15:37:38","slug":"cpd-accredited-events","status":"publish","type":"post","link":"https:\/\/www.stoneshot.com\/learn\/event-marketing\/cpd-accredited-events\/","title":{"rendered":"Attendance Certificates"},"content":{"rendered":"

In the UK, the Financial Conduct Authority (FCA) requires financial advisers that deal with retail investments to complete at least 35 hours<\/a> of Continuing Professional Development (CPD) each year. And in the US, Certified Financial Planner (CFP) professionals must show least 30 hours<\/a> of Continuing Education (CE) every two years.<\/p>\n

One way that investment professionals can collect points is by attending accredited in-person or online events. This is usually a headache for fund marketers, as they have to ensure the adviser\/advisor has attended and then create a stack of attendance certificates.<\/p>\n

We’ve automated this entire process. First, our check in app<\/a> allows you to quickly check in attendees to in-person events, and we have integrations with online meeting providers.<\/a><\/p>\n

Next, you can select a CPD\/CE template for a given event session, enter the learning objectives and CPD\/CE hours, and finally automate the PDF distribution by email. Let’s step through the process.<\/p>\n

CPD\/CE templates<\/h2>\n

Before you can use Attendance Certificates, you’ll need a CPD\/CE template.<\/p>\n

A CPD\/CE template is a web page used to create a PDF for each attendee. To automate the production process, we add merge fields typically for the event name, attendee name, learning objectives and the CPD credits. The event scheduler <\/a>then automates production by sending a PDF to each attendee after the event.<\/p>\n

You could design and build the template or we can do it for you. You’ll find the dynamic fields on this page<\/a>, and you upload the template under Options ><\/strong>\u00a0Advanced ><\/strong>\u00a0Custom Templates<\/strong> (you’ll need Admin user permissions).<\/p>\n

Adding Learning Objective in a Session<\/h2>\n

Once the template is setup, it’s easy to use ongoing.<\/p>\n

Go into the Sessions<\/b> tab and click on the relevant session. Then turn on Attendance Certificate<\/b> and enter the CPD\/CE Time<\/b>. This is in hours and minutes in the format HH:MM.<\/p>\n

Next enter a Learning Objective<\/b> and pick the CPD\/CE Certificate template. We’ve added a toolbar so you can add some formatting in the learning objective or even paste in a block of HTML.<\/p>\n

\"\"<\/p>\n

Automating Distribution<\/h2>\n

If you picked the Advanced<\/strong> schedule template<\/a> in your event, there’s already a post-event email that will send a CPD\/CE email to each event attendee. This uses an email from our library and has a link to a downloadable PDF. Here’s how it looks.<\/p>\n

\"\"<\/p>\n

You can make your own of course and select it from Emails in the schedule above.<\/p>\n

Template Merge Tags<\/h2>\n

Here’s a list of the merge tags you can add to your CPD\/CE template.<\/p>\n

 <\/p>\n

\n\n\n\n\n\n\n\n\n\n\n
{FIRSTNAME}<\/td>\nFirst Name<\/td>\n<\/tr>\n
{LASTNAME}<\/td>\nLast Name<\/td>\n<\/tr>\n
{EVENT:NAME}<\/td>\nEvent Name<\/td>\n<\/tr>\n
{EVENT:EVENTSESSION:CPDTIME}<\/td>\nCPD Time<\/td>\n<\/tr>\n
{EVENT:EVENTSESSION:LOCATION}<\/td>\nSession Location<\/td>\n<\/tr>\n
{EVENT:EVENTSESSION:VENUE:CITY}<\/td>\nVenue City<\/td>\n<\/tr>\n
{EVENT:EVENTSESSION:STARTDATE}<\/td>\nStart Date<\/td>\n<\/tr>\n
{EVENT:EVENTSESSION:LEARNINGOBJECTIVE}<\/td>\nLearning Objective<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

The information you input in the event fields will combine with the information from the contact record to populate the certificate.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[63],"tags":[],"class_list":["post-11628","post","type-post","status-publish","format-standard","hentry","category-event-marketing"],"acf":[],"yoast_head":"\nAttendance Certificates - The Learning Site<\/title>\n<meta name=\"description\" content=\"The information you input in the event fields will combine with the information from the contact record to populate the certificate.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stoneshot.com\/learn\/event-marketing\/cpd-accredited-events\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Attendance Certificates\" \/>\n<meta property=\"og:description\" content=\"The information you input in the event fields will combine with the information from the contact record to populate the certificate.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.stoneshot.com\/learn\/event-marketing\/cpd-accredited-events\/\" \/>\n<meta property=\"og:site_name\" content=\"The Learning Site\" \/>\n<meta property=\"article:published_time\" content=\"2024-02-21T15:20:31+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-12T15:37:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.stoneshot.com\/learn\/wp-content\/uploads\/2022\/10\/1-8.png\" \/>\n\t<meta property=\"og:image:width\" content=\"388\" \/>\n\t<meta property=\"og:image:height\" content=\"425\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Michael Wilson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@StoneShot\" \/>\n<meta name=\"twitter:site\" content=\"@StoneShot\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michael Wilson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/event-marketing\\\/cpd-accredited-events\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/event-marketing\\\/cpd-accredited-events\\\/\"},\"author\":{\"name\":\"Michael Wilson\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/#\\\/schema\\\/person\\\/e6f45a9f88188f23f8585e9f047b4487\"},\"headline\":\"Attendance Certificates\",\"datePublished\":\"2024-02-21T15:20:31+00:00\",\"dateModified\":\"2025-06-12T15:37:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/event-marketing\\\/cpd-accredited-events\\\/\"},\"wordCount\":474,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/event-marketing\\\/cpd-accredited-events\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/1-8.png\",\"articleSection\":[\"Event Marketing\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/event-marketing\\\/cpd-accredited-events\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/event-marketing\\\/cpd-accredited-events\\\/\",\"url\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/event-marketing\\\/cpd-accredited-events\\\/\",\"name\":\"Attendance Certificates - 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