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Question 35 - CTFA discussion
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?
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
C.
His supervisor must also be suitably qualified
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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