Licensee Podcast Series 3 – Lifespan Financial Planning

Earn 1.0 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 1.0 CPD Pts

Complete the quiz to earn 1.0 CPD Points

Quiz

Podcast

Licensee Podcast Series 3 – Lifespan Financial Planning

Details

In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company’s family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

0.25 Professionalism and Ethics

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

Licensee Podcast Series 3 – Lifespan Financial Planning

Podcast

Licensee Podcast Series 3 – Lifespan Financial Planning

Quiz

Details

Learning Outcomes

Nice Job!

Unfortunately