Advice 2030 4

Produced By: Ensombl

Earn 0.90 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.90 CPD Pts

Complete the quiz to earn 0.90 CPD Points

Quiz

Podcast

Advice 2030 4

Details

In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager – Wealth at Iress. They discuss how Iress is collaborating with the industry to navigate significant shifts and disruptors, leveraging data and AI to enhance advisor efficiency and client experiences, while encouraging advisers to engage in strategic planning and provide feedback to shape the future of advice.

Accreditation Points Allocation:

Technical Competence 0.3

Client Care and Practice 0.3

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

General 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 4

Podcast

Advice 2030 4

Quiz

Details

Learning Outcomes

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