AdviceTech Podcast 157 – FAYBL

Earn 0.75 CPD Points

Technical Competence Professionalism and Ethics 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

AdviceTech Podcast 157 – FAYBL

Details

This week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and how FAYBL’s agentic AI aims to transform advice workflows, improve efficiency, and enhance adviser-client relationships while maintaining the importance of human oversight.

Accreditation Points Allocation:

0.25 Technical Competence

0.50 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 157 – FAYBL

Podcast

AdviceTech Podcast 157 – FAYBL

Quiz

Details

Learning Outcomes

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