Licensee Podcast Series 4 – WT Financial Group

Earn 1.0 CPD Points

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 4 – WT Financial Group

Details

This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his entrepreneurial journey, leadership in WT Financial Group, innovative approaches to compliance and adviser support, and strategies for scaling high-performing advice practices in a changing regulatory landscape.

Accreditation Points Allocation:

0.75 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 4 – WT Financial Group

Podcast

Licensee Podcast Series 4 – WT Financial Group

Quiz

Details

Learning Outcomes

Nice Job!

Unfortunately