462 Josh Pennell

Produced By: Ensombl

Earn 0.60 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.60 CPD Pts

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

462 Josh Pennell

Details

In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including the firm’s accounting and financial planning services, his approach to networking and client acquisition, his expertise in providing financial advice during divorce and separation, and his experience of writing and publishing a book.

Accreditation Points Allocation:

Technical Competence 0.2

Client Care and Practice 0.2

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

Learning Outcomes

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

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462 Josh Pennell

Podcast

462 Josh Pennell

Quiz

Details

Learning Outcomes

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