Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and EthicsGeneral
1.20 CPD Pts
Complete the quiz to earn 1.20 CPD Points
Podcast
Engine Room Podcast 55 – Charlie Viola
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 1.20 CPD points.
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3
1. What is a key factor in structuring client portfolios according to the podcast?
2. What does Charlie Viola emphasise as essential for client relationships?
3. What is a critical aspect of professionalism highlighted in the podcast?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
Details
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity.
Accreditation Points Allocation:
0.40 Technical Competence
0.30 Client Care and Practice
0.20 Regulatory Compliance and Consumer Protection
0.20 Professionalism and Ethics
0.10 General
Total CPD Points: 1.20
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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