AdviceTech Podcast 96 – Elemnta

Produced By: Ensombl

Earn 0.55 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.55 CPD Pts

Complete the quiz to earn 0.55 CPD Points

Quiz

Podcast

AdviceTech Podcast 96 – Elemnta

Quiz

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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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AdviceTech Podcast 96 – Elemnta

Podcast

AdviceTech Podcast 96 – Elemnta

Quiz

Details

Learning Outcomes

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