Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and EthicsGeneral
0.55 CPD Pts
Complete the quiz to earn 0.55 CPD Points
Podcast
455 Deline Jacovides
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.55 CPD points.
1
2
1. What tool does Deline Jacovides use to model strategies during client meetings?
2. What is Deline's approach to managing client expectations during the onboarding process?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
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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