Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.60 CPD Pts
Complete the quiz to earn 0.60 CPD Points
Podcast
AdviceTech Podcast 104 – Wealth Maximiser
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.60 CPD points.
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2
1. What is one key feature of Wealth Maximizer's approach to financial advice?
2. How does Wealth Maximizer ensure client engagement and accessibility in their advice process?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a look at Wealth Maximiser, a digital financial advice platform that combines technology and individual wealth coaching to make personalised, actionable financial planning accessible and affordable for customers who find traditional financial advice overwhelming.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Professionalism and Ethics 0.1
Total CPD Points: 0.60
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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