Job 5 of 7 · Outline

Lay out a blank CPD log for your scheme’s yearly requirement, for you to fill in each activity yourself

The problem

The scheme rules say you must keep a record of your continuing professional development and make it available to your scheme each year, schemes sample members’ records at random, and failing to submit it is a disciplinary matter that leads to suspension. One commenter on a 2025 LinkedIn post says missing the yearly CPD hours stops you banking jobs. The scheme sets the actual requirement, and EASOB’s minimum is 10 hours a year per strand, with at least half certified. A log with one row per activity, a column for the certificate and a running total column means the record is ready when asked. The AI lays out the blank sheet. It never invents, suggests or completes an activity, never adds up your hours, and never tells you how many you need: you type each entry and your spreadsheet adds the total.

What AI does

AI sets out an empty record of your CPD for your own spreadsheet. You enter each activity and the hours yourself, and compare your totals with what your scheme has told you it requires (England).

Time

Time: About 15 minutes to lay out; a minute per activity afterwardsTools: ChatGPT, Gemini

The steps, in short

  1. Find your scheme's written CPD requirement and your membership year dates.
  2. Have AI lay out a blank log with the headings you choose.
  3. Record each activity as you complete it and file the certificate.
  4. Add up the hours yourself and check them against what your scheme asks, well before renewal.

A short sample prompt

I assess homes for energy certificates in England. Lay out an empty CPD record for my spreadsheet with these columns: [your column headings], plus a header for my scheme and membership dates. Leave every entry for me.

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (5 points)
  • UK notes with official sources
The full playbook

Unlock the other 4 energy assessors jobs

Every job has the full steps, the exact prompt, a check-before-you-send list and optional UK notes. We keep adding new jobs and new niches, and re-checking existing jobs, while you subscribe. Monthly, cancel anytime, instant access, no password.

Just energy assessors

£5 a month

Every job in energy assessors plus the updates we make to it.

Subscribe · £5/mo

3 niches

£12.99 a month

Starts with energy assessors; you pick the other two (or swap later) on your account page.

Subscribe · £12.99/mo

All niches

£19.99 a month

All 81 niches, and every new one we add. Or £149 a year: save £90.88.

Subscribe · £19.99/mo or £149 a year (save £90.88)

Cancel anytime. One click in Stripe's billing page, no emails or phone calls: how to cancel.

Pay securely with Stripe. Prices include any VAT. Digital content: at checkout you ask for instant access and agree you lose the 14-day right to cancel once it starts. Terms · Privacy · Pricing · Already subscribed? Sign in

More jobs for energy assessors

See all 7 jobs in the energy assessors playbook →