AdviceTech Podcast 106 – Canwi

Produced By: Ensombl

Earn 0.50 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

AdviceTech Podcast 106 – Canwi

Quiz

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Details

In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engaging through an interactive drag-and-drop interface, real-time projections, and personalised guidance.

Accreditation Points Allocation:

Technical Competence 0.2

Client Care and Practice 0.1

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.05

General 0.05

Total CPD Points: 0.50

Learning Outcomes

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

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AdviceTech Podcast 106 – Canwi

Podcast

AdviceTech Podcast 106 – Canwi

Quiz

Details

Learning Outcomes

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