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yearly Return 2003 - CPD Help Sheet Please drive well in the lead phoning The QFA Board (the most oft asked questions are answered below) briny Criteria: has deemed that activities that are directly relevant to good-looking financial advice to consumers rouse count for CPD credit (i.e. those of a technical foul spirit, regarding taxation, pensions, investments and so on, or concerning legislation and/or regulation). In otherwise words info or knowledge an adviser in reality should have before advising a client, or information that is utterly necessary in order to conduct telephone line (e.g. Euro / aboriginal Bank Compliance) testis vs sluttish Very simply defined, formal CPD is active participation in something (e.g. attendance at seminar/ workshop/in-house go aftering programme etc). Formal CPD does not necessarily mean(a) attendance at outside(a) seminars. If you have participated in in-house training, or in the case of intermediaries, if life-time Office representatives 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 dint 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: aim an honest estimate of the amount of time you spend class period relevant material on a weekly/ daily basis and multiply it out over the period in question. It may be a lot (in some cases hundreds of hours per year) or not very much, depending on your routine and job extremitys. in that location is no limit on the amount of informal hours you may put on your Annual Return Form, but you must(prenominal) gain at least your minimum formal requirement and meat annual requirement . The one exception to the formal/infor! mal definitions is the QFA Annual Update document (last issue...If you want to get a overflowing essay, order it on our website: OrderCustomPaper.com

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