Yes, it is that time of year again. We are heading into our final quarter for the CPD year.

A reminder to upload your supplementary learning certificates as soon as they are available so that we can approve them for you. If you are unsure how to do this training is available within Ontrack simply search Induction Series – Ontrack User Guide in learning content.

Whilst we are here to support you, it is important that you keep track of your CPD requirements and complete these before 30th June. Your CPD requirements are available on your dashboard (image below).

On your dashboard there are 3 CPD indicators.

1.       Overall target
2.       FASEA minimum requirements
3.       Specialist knowledge areas and TASA

Image 1.

Image 2.

Image 3.

To meet your requirements, you must complete:

1.       a minimum of 40 hours
2.       all minimum FASEA as per above
3.       all Specialist areas including 20 TASA hours

Simply meeting your 40 hours (image 1) may not meet your overall CPD obligation.

 

 

In this Edition

·       A note from Annick ·       CoreData Licensee Survey ·       Investment Specialist Forum ·       Save the Date ·       Upcoming Webinars

·       Madison Investment Committee ·       The View ·       ASIC Update ·       Practice Efficiency Reporting ·       CPD, CPD, CPD

·       Which Advice Coach do I contact? ·       FASEA Exam ·       Kaplan Professional Study ·       Xplan Update ·       From our Corporate Partners