Education CPD training plan for James Walker-Powell – 2019
Training programme 2019;
Minimum hours = 40 hours – 5 hours technical competence, 5 hours client care and practice, 5 hours regulatory and consumer protection and 9 hours professionalism and ethics.
-
- Study and sitting both Fasea exam 30 hours and ethics course through Kaplan 30 hours = total 60 hours
- ALSA Conference
– Preparation of paper and delivery 5 hours
- Various breakfast meetings with Fund Managers
January Challenger Age Care (Technical), 2 hours February JP Morgan (Technical), 1.5 hours March Business health 1 hour April Vanguard 1 hour May Premium China fund 1 hour July Montgomaery Funds management 1 hour September Neo Life 1 hour October Perpetual 1 hour - Reading
4 hours on each;
– technical competence
– client care and practice (individuals, podcast, social media etc.)
– Regulatory compliance and consumer protection= 12 hoursTotal –- = 60
- = 5
- = 9.5
- = 12
Total = 86.5 hours