AdviceTech Podcast 104 – Wealth Maximiser

Produced By: Ensombl

Earn 0.60 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.60 CPD Pts

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Podcast

AdviceTech Podcast 104 – Wealth Maximiser

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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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AdviceTech Podcast 104 – Wealth Maximiser

Podcast

AdviceTech Podcast 104 – Wealth Maximiser

Quiz

Details

Learning Outcomes

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