466 Karen Eley

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Earn 0.50 CPD Points

Technical Competence Client Care & Practice Professionalism and Ethics 0.50 CPD Pts

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Quiz

Podcast

466 Karen Eley

Quiz

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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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466 Karen Eley

Podcast

466 Karen Eley

Quiz

Details

Learning Outcomes

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