|
ed. In addition, the advisor should have effective communications skills and an understanding of the PD requirement, including its objectives, components, and procedures as outlined by the SOA.
More than one individual may serve as a candidate’s advisor. In the case of an advisory panel consisting of several individuals, only the head of the panel must be an FSA (for at least five years) and an SOA member in good standing. See also: Guidelines for Advisors.
What if I need to change advisors in the middle of my PD program?
Advisors may be changed in the middle of a candidate’s PD program. Either the candidate or the advisor can request to absolve the letter of commitment. If the candidate wishes to change advisors, the candidate will be required to sign a statement that outlines his/her reasons for requesting the change. The candidate will also be required to have his/her advisor sign the statement, and then will need to send the statement to the SOA. If the candidate requests the change, any professional development credit completed at the time of the change will need to be accepted by the new advisor. If the advisor wishes to resign, the advisor will be required to sign a statement that outlines his/her reasons for requesting to resign. The advisor will also be required to have his/her candidate sign the statement and then will need to send the statement to the SOA. If the advisor requests the change, any professional development credits completed at the time of the change and accepted by the original advisor will be considered still accepted.
Must the area of practice specified in my PD plan be same as the Track I followed in my previous Fellowship course work? Can I combine more than one practice area in my PD plan?
Typically, the SOA would expect a candidate's PD plan to focus on one practice area. The global educational objective of the professional development component is for the candidate to develop "a deeper understanding of the technical, legal, ethical, cultural, professional and practical parameters that apply to the chosen practice area, within the geographic territory or jurisdiction of the practice of the candidate." This practice area does not necessarily have to be the same as the track previously followed.
It is important that an integrated PD plan follow the educational objectives approved by your advisor and the SOA. It may be questionable whether a split between practice areas within PD would further the development of a candidate's professional background in the way intended by the PD Requirement. However, if a candidate does choose to proceed with a mix of practice areas within his/her PD plan, the candidate is advised to consult with an advisor as soon as possible to determine the value and/or feasibility of such a decision.
Who determines the unit value of PD programs?
The SOA provides guidance on the number of units of PD credit for various meetings, seminars and other educational activities on the PD page of the SOA web site. The unit value determined by the SOA assumes that the activity is fully relevant to a candidate's PD plan. Full credit may not always be appropriate, partial credit for an activity may be more appropriate if a portion of the activity is not relevant to a candidate's PD plan. For example, a seminar may cover both US and Canadian regulations in detail, but knowledge of regulations in both countries may not be relevant to a particular candidate's plan. The advisor and candidate should assess the educational value of the program to the candidate’s professional development and determine appropriate credit up to the maximum value indicated by SOA. It will be the advisor's responsibility to exercise sound judgement and work with the candidate to determine when full credit is not appropriate.
Can I use a review course I’m taking to prepare for an exam to help satisfy the PD requirement?
- The PD requirement is intended to provide candidates with education in subjects not covered by the exams - to go beyond what is covered in Courses 1-8. A review class for exam preparation is not acceptable for PD.
证券从业资格考试辅导
期货从业资格考试辅导
保险经纪人公估人辅导 上一页 [1] [2] |
