Training Programme and Educational Requirements – James Walker-Powell 2020

Education CPD training plan for James Walker-Powell – 2020

Training programme 2020;

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. AAP Conference
Estimated 12 hours;
4 hours technical
4 hours client care
4 hours regulatory & compliance

2. Various breakfast meetings with Fund Managers
Estimated 12 hours;
aim for a monthly meeting
all technical

3. Reading
4 hours on each, estimated 12 hours;
– technical competence
– client care and practice (individuals, podcast, social media etc.)
– Regulatory compliance and consumer protection

4. ALSA Conference
5 hours;
General
Total estimated hours = 41

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