Advice 2030 3

Produced By: Ensombl

Earn 1.0 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 1.0 CPD Pts

Complete the quiz to earn 1.0 CPD Points

Quiz

Podcast

Advice 2030 3

Details

In this episode, Peita talks with Kerry Ong, General Manager – Customer at Iress. They discuss the importance of listening to advisor feedback, improving data management and integration, and leveraging technology to drive efficiency and scalability.

Accreditation Points Allocation:

Technical Competence 0.6

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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Advice 2030 3

Podcast

Advice 2030 3

Quiz

Details

Learning Outcomes

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