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. 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