Câu 4: CTFA: Certified Trust and Financial Advisor
Simon has experience of dealing with retail clients and is now in training to qualify as a pension transfer specialist. As a consequence, which of the following statements are true?
Nội dung câu hỏi
Simon has experience of dealing with retail clients and is now in training to qualify as a pension transfer specialist. As a consequence, which of the following statements are true?
Các lựa chọn
Đáp án được giữ gọn theo nhãn A, B, C, D trong phần bình chọn tương tác.
- A. He must have at least 3 years experience as an adviser before his training can commence
- B. His firm is allowed to impose a time limit on completion of the qualification — đáp án hiện tại
- C. His supervisor must also be suitably qualified — đáp án hiện tại
- D. Once qualified, CPD requirements are waived for 12 months
- E. Once qualified, records of his training must be maintained for at least 5 years
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