cpd to fullfil to renew license 2012
TRANSCRIPT
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