With technology being part of everyday life, the modern client has shifted their expectations around efficiency. When it comes to financial advice, they desire easier and more efficient interactions.

Gain insights into a new approach to data and client analytics that will empower your practice to deliver a seamless and intuitive user experience. Discover steps to utilise data to make informed, comprehensive and accurate decisions at the push of a button.

AIOFP CPD:

ASIC Competency: Generic Knowledge FASEA Category: Client Care & Practice 0.17 AFPA1CP2021072

FPA CPD:

ASIC Knowledge Requirements: 0.25 Generic Knowledge (0.25 hour) FPA CPD AREAS: Client care and practice (0.25 hour)