Training Programme and Educational Requirements – James Walker-Powell 2019

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.

1. 1. Study and sitting both Fasea exam 30 hours and ethics course through Kaplan  30 hours = total 60 hours
   2. ALSA Conference
      – Preparation of paper and delivery 5 hours
      
   3. 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

   4. Reading
      4 hours on each;
      – technical competence
      – client care and practice (individuals, podcast, social media etc.)
      – Regulatory compliance and consumer protection= 12 hoursTotal –
      1. = 60
      2. = 5
      3. = 9.5
      4. = 12

      Total = 86.5 hours