AGM booklet 2006 - TTAIFA

Fred Williams Fund
There is no time like the present, and I would like to take this opportunity to urge
members to make pledges to this important fund. Over the last three years, no activity
has been seen in this area and we would like to see this revived. This is a medium which
assists students who have the ability and are unable to fund their tertiary level educational
aspirations. Members, Fred Williams was a man of integrity, a stalwart of our industry
and an extremely hard worker for this association. Let us honour his memory in a real
way by making pledges to this fund.
Education
LUTC
In 2005 we continued on the educational path with many students attaining success in
their individual undertakings. We can boast of twenty-six persons who qualified for the
LUTCF designation.
Work on the Caribbeanisation of the CFP is in progress as the Education Chair of
CARAIFA seeks to engage the services of University lecturers to create the study text in
the areas of law and taxation. However, it must be noted that this is by no means an easy
task; therefore the processes are long and entails much dialogue. When the syllabus is
completed then certification by the American College would be required. Students who
wish to continue their education in this vein can do so through ADVOCIS until such time
that we are able to offer the Caribbean CFP.
FSS
The FSS programme is now on stream that is the Financial Services Specialist course
which is designed for both seasoned agents and new advisers. Students must have
completed the LUTCF before doing the FSS (exception – students who have attained the
CLU or ChFC). More information can be had from the TTAIFA Secretariat on this.
AMTC
In August last year, our AMTC class commenced with fourteen participants. They were
moderated by Mr. Jacinto Martinez and Mr. Rommel Manickchand. On behalf of the
TTAIFA Board, let me extend our sincerest thanks to these two gentlemen for their
services rendered.
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