457 Matt Lancashire

Produced By: Ensombl

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

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

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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