AdviceTech Podcast 156 – Finura Group & Advice Designer

Earn 0.75 CPD Points

Technical Competence Client Care & Practice Professionalism and Ethics 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

AdviceTech Podcast 156 – Finura Group & Advice Designer

Details

This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Professionalism and Ethics

Learning Outcomes

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

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AdviceTech Podcast 156 – Finura Group & Advice Designer

Podcast

AdviceTech Podcast 156 – Finura Group & Advice Designer

Quiz

Details

Learning Outcomes

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