Advice 2030 1

Produced By: Ensombl

Earn 1.20 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 1.20 CPD Pts

Complete the quiz to earn 1.20 CPD Points

Quiz

Podcast

Advice 2030 1

Details

In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss the key findings and implications of the “Advice 2023: The Big Shift” report, which identifies seven mega trends that will significantly impact the financial advice industry and presents choices for advisers to embrace these changes and capitalise on the $2.1 billion advice opportunity.

Accreditation Points Allocation:

Technical Competence 0.3

Client Care and Practice 0.3

Regulatory Compliance and Consumer Protection 0.2

Professionalism and Ethics 0.2

General 0.2

Learning Outcomes

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

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Advice 2030 1

Podcast

Advice 2030 1

Quiz

Details

Learning Outcomes

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