Professional Development Plan Progress Report

Date ###
Student Number
Name
ASIC authorised representative number
Reporting UHours
Note: If the completed hours exceed your target, but the target is still not met, please refer to the topic/subtopic

Professional Development Plan De

Overall Total Target
No. Name Start date End date Met Y/N Target CompletedRemaining Met Y/N % Complet
1 CPD Plan 7/1/2022 ### Y 40 40.5 0Y 101%
e refer to the topic/subtopic columns.

Total Topic Targets Total Sub Topic Targets

Target CompletedRemaining Met Y/N % Complete
Target CompletedRemaining Met Y/N % Complete
35 40.5 0Y 100% 0 27 0Y N/A
Topic Targets
Client care and practice General Professionalism and ethics
Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N Target Completed
5 6 0Y 1 1.5 0Y 9 9
alism and ethics Regulatory compliance and consumer protec
Tax (financial) advice
Remaining Met Y/N Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N
0Y 10 10.75 0Y 0 2 0Y
 Sub Topic Targets
Technical competence Aged care Behavioural finance
Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N Target Completed
10 11.25 0Y 0 1.5 0Y 0 0
 Cashflow and budgeting Client engagement
Remaining Met Y/N Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N
0Y 0 0 0Y 0 1.5 0Y
Commodities Compliance Consumer protection
Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N Target Completed
0 0 0Y 0 5.25 0Y 0 1
 Derivatives Estate planning
Remaining Met Y/N Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N
0Y 0 0 0Y 0 1.5 0Y
Financial markets Financial planning Fixed Interest
Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N Target Completed
0 0 0Y 0 2 0Y 0 1.25
 Foreign exchange Gearing
Remaining Met Y/N Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N
0Y 0 0 0Y 0 0 0Y
General Insurance Industry trends Life Insurance
Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N Target Completed
0 0 0Y 0 0 0Y 0 1.5
 Managed Investments Margin lending
Remaining Met Y/N Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N
0Y 0 0 0Y 0 0 0Y
Personal Development Practice Management Professional standards
Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N Target Completed
0 0 0Y 0 1.5 0Y 0 1
al standards Regulatory environment Retirement
Remaining Met Y/N Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N
0Y 0 3.5 0Y 0 1.5 0Y
Securities Self Managed Superannuation Funds Skills
Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N Target Completed
0 0 0Y 0 1.5 0Y 0 2.5
 Social security Superannuation
Remaining Met Y/N Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N
0Y 0 0 0Y 0 0 0Y
 Activity Targets
Tax Formal Education Professional and Technical Reading
Target CompletedRemaining Met Y/N Target CompletedRemaining Met Y/N Target Completed
0 0 0Y 0 0 0Y 0 0
al and Technical Reading
Remaining Met Y/N
0Y