Engine Room Podcast 5 – Peter Monahan

Produced By: Ensombl

Earn 1.20 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 1.20 CPD Pts

Complete the quiz to earn 1.20 CPD Points

Quiz

Podcast

Engine Room Podcast 5 – Peter Monahan

Details

This week, Andrew is joined by Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter’s vision for the evolution of financial planning practices in Australia.

Accreditation Points Allocation:

Technical Competence 0.3

Client Care and Practice 0.3

Regulatory Compliance and Consumer Protection 0.2

Professionalism and Ethics 0.2

General 0.2

Learning Outcomes

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

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Engine Room Podcast 5 – Peter Monahan

Podcast

Engine Room Podcast 5 – Peter Monahan

Quiz

Details

Learning Outcomes

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