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  • Agency CPD Report (Life)

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    ChrisYap
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    This document is an agency CPD report for an insurance agent named Wong Chee Lum. It details the agent's CPD activities from January 1, 2014 to December 31, 2014. The report lists 24 structured training programs and 2 unstructured programs the agent attended. It shows the program name, type, category, date, and number of CPD hours earned for each program. In total, the agent earned 13 CPD hours but still needs 17 more hours to fulfill the annual requirement of 30 hours. The report also provides notes about the standard operating procedure for updating CPD hours and limits on unstructured program hours that can be counted.

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    1759491417969443467

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    This document is an agency CPD report for an insurance agent named Wong Chee Lum. It details the agent's CPD activities from January 1, 2014 to December 31, 2014. The report lists 24 structured training programs and 2 unstructured programs the agent attended. It shows the program name, type, category, date, and number of CPD hours earned for each program. In total, the agent earned 13 CPD hours but still needs 17 more hours to fulfill the annual requirement of 30 hours. The report also provides notes about the standard operating procedure for updating CPD hours and limits on unstructured program hours that can be counted.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    10 views4 pages

    Agency CPD Report (Life)

    Uploaded by

    ChrisYap
    This document is an agency CPD report for an insurance agent named Wong Chee Lum. It details the agent's CPD activities from January 1, 2014 to December 31, 2014. The report lists 24 structured training programs and 2 unstructured programs the agent attended. It shows the program name, type, category, date, and number of CPD hours earned for each program. In total, the agent earned 13 CPD hours but still needs 17 more hours to fulfill the annual requirement of 30 hours. The report also provides notes about the standard operating procedure for updating CPD hours and limits on unstructured program hours that can be counted.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 4

    Agency CPD Report (Life)

    Report Details
    Reporting Date
    Region
    Agency Name
    Agency Code
    Agent Details
    Name
    Agent Code
    IC Number

    Program Name
    Critical Care Produ
    Critical Care Produ
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    FATCA Compliance
    KASH Night
    KASH Night

    : 01-01-2014 - 31-12-2014
    : Northern
    : SHLIM
    : E528

    :WONG CHEE LUM


    :V9152
    :891027-14-6109

    Program
    Type
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Unstructured
    Unstructured

    Appointed Date
    CPD Deadline
    LIAM Expiry Date

    Category

    Date

    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    OTHERS
    OTHERS

    04-12-2014
    04-12-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    30-04-2014
    04-12-2014
    04-12-2014
    09-09-2014
    09-09-2014

    :15-07-2012
    :31-12-2014
    :15-07-2014

    Credit
    Status
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee

    Structured
    CPD Hours

    Unstructured
    CPD Hours
    0
    0
    0
    0
    0
    0
    0
    0
    0
    1
    0
    0
    0
    0
    0
    0
    0
    0
    1
    0
    0
    0
    0
    0

    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    2
    2

    Market Conduct Com


    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Market Conduct Com
    Mortgage E-Learnin
    Mortgage E-Learnin
    Mortgage E-Learnin
    Mortgage E-Learnin
    Operation Roadsho

    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured
    Structured

    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    APAc
    OTHERS

    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    03-12-2014
    03-12-2014
    29-11-2014
    29-11-2014
    29-11-2014
    29-11-2014
    18-04-2014

    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee
    Attendee

    0
    0
    0
    0
    0
    0
    0
    1
    0
    0
    0
    0
    0
    0
    0
    1
    0
    0
    0
    1
    0
    1
    3

    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0

    Total CPD Hours To Be Fulfilled :30


    Total CPD Hours Achieved
    :13
    Balance CPD Hours To Be Fulfilled :17
    Important Notes:
    Life Leaders/Agents
    Our standard operation procedures (SOP) for CPD updating in LMS is within 10 working days from last training date.
    Please take note that CPD hours earned via attending unstructured programs should not exceed 8 CPD hours
    for a particular year. Anything in excess of the above limits will not be counted.

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