AdviceTech Podcast 112 – Advice Designer

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Earn 0.60 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.60 CPD Pts

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

AdviceTech Podcast 112 – Advice Designer

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.60 CPD points.

1. Which of the following is a key benefit of using secure digital presentations in advice delivery?

Enhanced professionalism and client experience
Reduced client engagement
Increased complexity in advice documents

2. What compliance standard does "Advice Designer" meet to ensure cyber security?

ISO 27001
ISO 9001
GDPR

3. What percentage of practices still email advice documents to clients, as mentioned in the podcast?

Details

In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber security and compliance, as well as the future roadmap and development plans for Advice Designer. Accreditation Points Allocation: 0.20 Technical Competence 0.20 Client Care and Practice 0.10 Regulatory Compliance and Consumer Protection 0.10 Professionalism and Ethics Total CPD Points: 0.60

Learning Outcomes

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

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AdviceTech Podcast 112 – Advice Designer

Podcast

AdviceTech Podcast 112 – Advice Designer

Quiz

Details

Learning Outcomes

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