cpd to fullfil to renew license 2012

CPD RequirementsDate Join

Jan-10

Feb-10

Mar

-10

Apr

-10

May

-10

Jun-10

Jul-

10

Aug

-10

Sep-10

Oct-10

Nov

-10

Dec

-10

Jan-11

Feb-11

Mar

-11

Apr

-11

May

-11

Jun-11

Jul-

11

Aug

-11

Sep-11

Oct-11

Nov

-11

Dec

-11

Jan-12

Feb-12

Mar

-12

Apr

-12

May

-12

Jun-12

Jul-

12

Aug

-12

Sep-12

Oct-12

Nov

-12

Dec

-12

Jan-13

Feb-13

Mar

-13

Apr

-13

May

-13

Jun-13

Jul-

13

Aug

-13

Sep-13

Oct-13

Nov

-13

Dec

-13

Jan-14

Feb-14

Jan-10

Feb-10

Mar-10

Apr-10

May-10

Jun-10

Jul-10

Aug-10

Sep-10

Oct-10

Nov-10

Dec-10

Jan-11

Feb-11

Mar-11

Apr-11

May-11

Jun-11

Jul-11

Aug-11

Sep-11

Oct-11

Nov-11

Dec-11

Jan-12

Feb-12

24 CPD points

16 C

PD p

oint

s16

CPD

poi

nts

16 CPD points

1.33 CPD/mth16 CPD per year / 12 months

CPD for Re-Registered UTC• Within 3 years of last resignation

Terminated due to non-fulfill of CPD

24/16 CPDs before 2012 deadline.

Prior to Re-Registration

8 CPDs on FIMM Course for re-registration.

Successfully Registered

1.33 CPDs per month from month joining to year end

Updates of CPDs

Effective June 1, 2012, CUTE will be changed to UTP (Unit Trusts Principles) or PUA (Prinsip Unit Amanah)

This new syllabus allow those attending class for CUTE to be entitled for 4 CPD points and 2 ACE credits, even before passing the exam.

Duration of Class remains: 9am to 5pm.

CUTE UTP4

CPD

Syllabus 1) 4 hours of Unit Trust theory2) 3 hrs of practice on sample test questions

The theory course outline is as follows:• 1a) Basics of Unit Trust• - UT Structure & Mechanism - UT Regulations• - Basics of Financial Planning - Stakeholders' Roles and Responsibilities• 1b) Types of Funds• - Conventional Funds - Shariah Funds• 1c) Risk and Return• - Types of Risk - Measurement of Return• 1d) Ethics as UTC• - Roles and Responsibilities - Disciplinary Procedures• 2) Practice Sample Questions• - Let the UTCs try out the sample questions• - Trainer review the answers with UTCs UTP

4 CPD

New CPD Course

5

• MUZIVASI DURATION : 9.00AM-5.00PM FEE : RM20.00 TRAINER : JAMAL HJ NO

8 CPD

Updates of CPD

July 2012

Statutory Declarationon or before 30 Sep 2012

• Continuous Eligibility/Renewal to Jan 2013

2009 & before

• Anyone joined prior to 2010

• Must sign SD 2

2010

• Joined in 2010

• Already signed in 2011

2011

• Joined last year

• Must sign SD 2

2012

• Join in current

• Sign SD 2 next year, 2013

UTC’s Compliance Form

Effective July 1, 2012