Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.50 CPD Pts
Complete the quiz to earn 0.50 CPD Points
Podcast
AdviceTech Podcast 111 – AdviseWell
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 goal of AdviseWell's AI agents?
2. How does AdviseWell address the complexity of integrating AI into financial services?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual back office staff to streamline the advice production process and unlock new capacity for wealth managers to better serve their clients.
Accreditation Points Allocation:
0.25 Technical Competence
0.10 Client Care and Practice
0.10 Regulatory Compliance and Consumer Protection
0.05 Professionalism and Ethics
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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