How to Make Your Wealth Management Practice More Efficient
By Mako Fintech with CE Corner
In this recorded webinar, automation specialists, financial technology consultants, and advisors discuss the complex considerations needed to leverage technology for more efficient wealth management practices.
Advisors and other wealth professionals will learn how to prepare their teams for digital transformation, the necessary steps to de-risk the process, and how to select a technology partner while familiarizing themselves with best practices to work with their desired implementation specialist(s).
Sponsored by Mako Fintech
Accreditation Details
Accreditation body
Competency
Credits
FP Canada
Financial Planning
--
Practice Management
1.00
Product Knowledge Credits
--
Professional Responsibility Credits
--
The Institute
Financial Planning
1.00
Product Knowledge
--
IIROC Cycle 9
Professional Development
1.00
Compliance
--
MFDA
Business Conduct
--
Professional Development
1.00
Course Type:
Web Link
Passing Grade:
8/11 (73%)
