Education CPD training plan for James Walker-Powell – 2024
Training programme 2024:
Minimum hours = 40 hours – 5 hours technical competence, 5 hours client care and practice, 5 hours regulatory compliance and consumer protection and 9 hours professionalism and ethics.
1. CPAL Conference – March 2024
Estimated 12 hours, 4 hours on each:
– technical competence
– client care and practice
– regulatory compliance and consumer protection
2. Various meetings and information sessions with Fund Managers, Insurers and Platform providers
Estimated 12 hours, aim for a monthly meeting:
– all technical competence
3. Reading
Estimated 12 hours, 4 hours on each:
– technical competence
– ethics
– client care and practice (individuals, podcast, social media etc.)
– regulatory compliance and consumer protection
4. ALSA Conference
5 hours total;
– general knowledge
– ethics
– technical competence
Total estimated hours = 41
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