Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.55 CPD Pts
Complete the quiz to earn 0.55 CPD Points
Podcast
AdviceTech Podcast 96 – Elemnta
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.55 CPD points.
1
2
1. What is the primary problem Elementor seeks to solve in the wealth management industry?
2. How does data standardisation benefit financial practices?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta’s mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisers and product manufacturers.
Accreditation Points Allocation:
Technical Competence 0.25
Client Care and Practice 0.15
Regulatory Compliance and Consumer Protection 0.10
Professionalism and Ethics 0.05
Total CPD Points: 0.55
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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