457 Matt Lancashire

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Earn 0.50 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

457 Matt Lancashire

Quiz

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Details

Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he’s using, and the future growth and challenges of his business. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.1 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1 Total CPD Points: 0.50

Learning Outcomes

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

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457 Matt Lancashire

Podcast

457 Matt Lancashire

Quiz

Details

Learning Outcomes

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