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CPD: Technology to boost your business

CPD: Technology to boost your business

To earn 30 minutes of CPD all you need to do is watch FTAdviser On Air and answer questions based on the content of the video.

Yesterday (2 July) FTAdviser broadcasted its fourth FTAdviser On Air educational webinar, focusing on the way technology can boost your business.

The broadcast, which is now available on demand, looked at the different types of systems available for advisers, tools that are available through back office systems to help interactions with clients and the way cash-flow modelling tools and client portals should be integrated into the advice process.

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The regulator’s requirement for back office technology was also discussed.

Our expert panel consisted of Nick Eatock, executive chairman of Intelliflo; Jane Hodges, chief operating officer of Alexander House Financial Services; and Ian McKenna, director of the Finance & Technology Research Centre.

You can watch the video and earn your CPD by clicking on the CPD button to answer a series of contextual questions on the video and bank the session as structured learning, through our CII-accredited tracker.

Click here to watch the video.