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 will come together to 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, necessary steps to de-risk the process and select a technology partner while familiarizing with best practices for working with their desired implementation specialist(s).

Sponsored by Mako Fintech

How to Make Your Wealth Management Practice More Efficient

Accreditation Details

Accreditation body
Competency
Credits

FP Canada

Financial Planning

--

Practice Management Credits

1.00

Product Knowledge Credits

--

Professional Responsibility Credits

--

IIROC Cycle 8

Compliance

--

Professional Development

1.00

The Institute

Financial Planning

1.00

Product Knowledge

--

Course Type:

Web Link

Passing Grade:

8/11 (73%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER