Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and EthicsGeneral
0.50 CPD Pts
Complete the quiz to earn 0.50 CPD Points
Podcast
AdviceTech Podcast 106 – Canwi
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.50 CPD points.
1
2
1. What is the primary purpose of Canwi's platform?
2. How does Canwi address the challenge of understanding complex financial decisions?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
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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