Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.50 CPD Pts
Complete the quiz to earn 0.50 CPD Points
Podcast
457 Matt Lancashire
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.50 CPD points.
1
2
1. What tool does Matt Lancashire use for scheduling client reviews?
2. What is the main reason Matt's business partner relinquished her authorised representative status?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
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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