AdviceTech Podcast 111 – AdviseWell

Produced By: Ensombl

Earn 0.50 CPD Points

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

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Podcast

AdviceTech Podcast 111 – AdviseWell

Quiz

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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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AdviceTech Podcast 111 – AdviseWell

Podcast

AdviceTech Podcast 111 – AdviseWell

Quiz

Details

Learning Outcomes

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