461 Carlie Thatcher

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

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Podcast

461 Carlie Thatcher

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Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company’s processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1

Learning Outcomes

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

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461 Carlie Thatcher

Podcast

461 Carlie Thatcher

Quiz

Details

Learning Outcomes

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