455 Deline Jacovides

Produced By: Ensombl

Earn 0.55 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.55 CPD Pts

Complete the quiz to earn 0.55 CPD Points

Quiz

Podcast

455 Deline Jacovides

Quiz

The quiz will appear once you’ve completed the podcast.

Details

Deline is the Founder and Financial Planner at Mazi Wealth. She discusses starting her own practice, managing client waitlists, leveraging technology and outsourcing to improve efficiency, and the benefits of running her own business compared to being an employee.

Accreditation Points Allocation:

Technical Competence 0.20

Client Care and Practice 0.15

Regulatory Compliance and Consumer Protection 0.05

Professionalism and Ethics 0.05

General 0.10

Total CPD Points: 0.55

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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455 Deline Jacovides

Podcast

455 Deline Jacovides

Quiz

Details

Learning Outcomes

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