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. Thailand AAP Conference
      Anticipated 3 hours on
      – Technical competence
      – Client care and practice
      – Regulatory compliance and consumer protection
      – Professionalism and ethics
      = 12 hours
   2. ALSA Conference
      3 hours on professionalism and ethics
      3 hours regulatory and compliance
      3 hours client care
      = 9 hours
   3. Various breakfast meetings with Fund Managers
      

      January	Challenger Age Care (Technical), 2 hours
      February	JP Morgan (Technical), 1.5 hours
      	Vanguard (Technical), 1.5 hours
      March	TBA
      April	TBA
      May	TBA
      June	TBA
      July	TBA
      August	TBA
      September	TBA
      October	TBA
      November	TBA
      December	TBA

   4. Study and sitting the FASEA exam
      25 hours on ethics and professionalism
   5. Reading
      4 hours on each;
      – technical competence
      – client care and practice (individuals, podcast, social media etc.)
      – Regulatory compliance and consumer protection
      – Professionalism and ethics
      = 16 hoursTotal –
      1. = 12
      2. = 9
      3. = estimate 12
      4. = 25
      5. = 16

      Total = 74 hours