Technical CompetenceClient Care & PracticeProfessionalism and Ethics
0.50 CPD Pts
Complete the quiz to earn 0.50 CPD Points
Podcast
466 Karen Eley
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 age range is most critical in shaping financial behaviours according to the podcast?
2. What is a key benefit of identifying a client’s money type?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisers can integrate it into their practice to better understand and support clients’ emotional and psychological relationship with money.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.1
Professionalism and Ethics 0.2
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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