The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.60 CPD points.
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2
1. What was a key focus of the "Financial Autonomy" program discussed in the podcast?
2. Which software did Paul Benson highlight as integral to his practice's financial modelling?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
Paul is the Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast “Financial Autonomy”, the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model.
Accreditation Points Allocation:
Technical Competence 0.3
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Total CPD Points: 0.60
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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