AdviceTech Podcast 106 – Canwi

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Podcast

AdviceTech Podcast 106 – Canwi

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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

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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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