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AdviceTech Podcast 112 – Advice Designer

Produced By: Ensombl

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

AdviceTech Podcast 112 – Advice Designer

00:00:00 00:00:00

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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

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