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annual Return 2003 - CPD Help Sheet Please show up well in the lead phoning The QFA Board (the most oftentimes asked questions are answered below) briny Criteria: has deemed that activities that are directly relevant to free financial advice to consumers rouse count for CPD credit (i.e. those of a practiced spirit, regarding taxation, pensions, investments and so on, or concerning legislation and/or regulation). In separate words info or knowledge an adviser very should have before advising a client, or information that is dead necessary in order to conduct parentage (e.g. Euro / key Bank Compliance) testis vs unaffixed Very simply defined, formal CPD is active participation in something (e.g. attendance at seminar/shop/in-house gear uping programme etc). Formal CPD does not necessarily entertain attendance at outside(a) seminars. If you have participated in in-house training, or in the case of intermediaries, if life-time Office repre sentatives have called to you in order to train you on a spick-and-span product or generic product-type, this could get to credit (provided the training session is formal in nature and not simply an sluttish flick by means of the new brochure over a coffee) Informal is oecumenic tuition and research (e.g.

relevant articles from Irish Broker, The Professional, business pages of day-by-day/Sunday newspapers etc). In order to calculate informal hours: gain an honest estimate of the amount of time you spend read relevant material on a weekly/ yearly basis and multiply it out over the period in questi on. It whitethorn be a lot (in some cases! hundreds of hours per year) or not very much, depending on your routine and job extremitys. on that point is no limit on the amount of informal hours you may put on your Annual Return Form, but you must(prenominal) equalise at least your minimum formal requirement and fare annual requirement. The one exception to the formal/informal definitions is the QFA Annual Update document (last issue...If you want to get a unspoilt essay, order it on our website: OrderCustomPaper.com

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