Engine Room Podcast 46 – Unpacked

Produced By: Ensombl

Earn 0.90 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.90 CPD Pts

Complete the quiz to earn 0.90 CPD Points

Quiz

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

Complete the quiz to earn 0.90 CPD points.

1. What was a key reason Jonathan Elliot's business reduced its client base?

2. What system does Jonathan Elliot's business use as its central source of truth for both accounting and financial planning?

3. According to Sue Viskovic, what is a critical factor in turning advice around efficiently?

In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the key elements that impressed them the most.

Accreditation Points Allocation:

Technical Competence 0.3

Client Care and Practice 0.2

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.2

General 0.1

Total CPD Points: 0.90

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

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