How time flies. It is Mar 2015, a year has passed since I was approved as CMSRL licensee. I have to renew my license in this month. This is the first time I renew my CMSRL. For the renewal, I need to complete few things.
First is the continuing education requirement where I must collect 20 CPE points before anniversary. As as Jan 2015, I only collected 15 CPE, with 5 more to go. I checked SIDC training calendar and found none in Johor for the month of Jan. I thought it would be unwise to wait till last minute. So I decided to go to KL to attend one FPAM training. That training gave me 10 CPE, making a total 25 CPE to fulfill this requirement.
Last Friday, company asked me to complete the declaration form for the renewal. I need to declare have I been charged, or gone into bankruptcy etc, and also to declare the shares I traded for the past year. The company will also conduct bankruptcy search. A renewal fee must also be paid.
Being a CMSRL licensee, I keep reminding myself to move from agent-based mindset to client-based mindset. I now represent client to look for solutions. I appreciate client's trust.
It has been a wonderful year.
For the coming year, I look forward to further upgrade myself in the financial planning field. We must conduct fact-finding for client, to know their problems, before knowing how to solve their problems. Next will be to polish plan writing skill. Hopefully one day I can participate in FPAM plan writing competition. Gambatte.
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