AdviceTech Podcast 163 – RetireMap Update

Earn 0.75 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

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Podcast

AdviceTech Podcast 163 – RetireMap Update

Details

This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has evolved into a modern, highly integrated, AI-enabled financial modeling tool with a growing support-focused team, aiming to deliver faster, more engaging, and more efficient advice workflows for financial planning practices.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

Learning Outcomes

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

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AdviceTech Podcast 163 – RetireMap Update

Podcast

AdviceTech Podcast 163 – RetireMap Update

Quiz

Details

Learning Outcomes

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