Practice management

As a licensed or registered member in practice you are required to assess your CPD needs in practice management.

If you are a registered member in practice you will be required to submit evidence of your practical experience in practice management and/or evidence of any CPD you have undertaken in this area as this will be required when you apply for a licence (CPD in practice management will also be required to renew your registration).

If you are a licensed member in practice you will need to demonstrate that you have assessed your CPD needs in practice management when asked to submit your records as part of the CPD monitoring process (this is in addition to assessing your needs in your approved licence services).

AAT Practice Management Tooklit

AAT has developed a Practice Management Toolkit covering some of the areas we consider to be important to running a practice, whether this is on a small or large scale. While the toolkit is not an exhaustive list, you can refer to it for guidance.

Some elements of practice management are also covered in regulations 22, 24 and 25.