Pursuing a Better Investment Experience 1

Earn 0.75 CPD Points

Technical Competence Client Care & Practice 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

Pursuing a Better Investment Experience 1

Details

In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors, and David Price, Founding Director and Owner at Strategy First Financial Planning. They discuss the importance of maintaining a disciplined, systematic investment philosophy and strong client relationships to navigate changing markets and avoid common pitfalls.

Accreditation Points Allocation:

0.50 Technical Competence

0.25 Client Care and Practice

Learning Outcomes

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

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Pursuing a Better Investment Experience 1

Podcast

Pursuing a Better Investment Experience 1

Quiz

Details

Learning Outcomes

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