Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and EthicsGeneral
0.70 CPD Pts
Complete the quiz to earn 0.70 CPD Points
Podcast
454 Rebecca Pritchard
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.70 CPD points.
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1. What is the primary goal of Rising Tide's debt philosophy?
2. According to the discussion, how does Rising Tide approach client cash flow management?
3. How does Rebecca Pritchard suggest integrating estate planning into financial advice?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
Details
Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca’s plans to attract and develop young talent in the financial planning profession.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Professionalism and Ethics 0.1
General 0.1
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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