Enhancing Your Technology, Business & Client Experience 3
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.80 CPD points.
1
2
3
1. Which of the following is a primary way AI can help financial advisers?
2. What is a key compliance risk associated with using AI in financial advice?
3. How is AI most commonly being used in financial advice practices today?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
Details
In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief Operating Officer at Colonel First State. They discuss harnessing the power of AI, including improving efficiency, client communication, and knowledge management, while addressing concerns around data quality, cybersecurity, and ethical considerations.
Accreditation Points Allocation:
Technical Competence 0.4
Regulatory Compliance & Consumer Protection 0.2
General 0.2
Total CPD Points 0.8
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
List item goes here and here and here and here and here
List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here.
List item goes here and here and here and here and here
Nice Job!
You completed
Enhancing Your Technology, Business & Client Experience 3