In Focus: Profitable advice businessJul 27 2022

How to benefit from effective outsourcing

  • Learn how to outsource effectively
  • Communicate the benefits of outsourcing
  • Understand the regulatory requirements around outsourcing
  • Learn how to outsource effectively
  • Communicate the benefits of outsourcing
  • Understand the regulatory requirements around outsourcing
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
pfs-logo
cisi-logo
CPD
Approx.30min
How to benefit from effective outsourcing
comment-speech
PAGE 4 OF 4
CPD
Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. What are the benefits of good outsourcing?
  2. Advisers can outsource their regulatory obligations. True or false?
  3. What can advice firms not generally outsource?
  4. Advisers are not required to keep in depth records about due diligence when outsourcing. True or false?
  5. What should advisers do when outsourcing?
  6. What should advisers consider before outsourcing?
    7. To bank your CPD you must sign in or Register.

Related articles

CPD
Dec 28 2023
What you need to know to comply with the FCA consumer duty
CPD
Dec 28 2023
How to understand factor investing
How to understand factor investing
CPD
Sep 19 2023
How to engage with the next of kin when a client dies
CPD
Jul 18 2023
How to understand and tackle ‘noise’ in financial advice
CPD
Jun 8 2023
How protection can offer a mental health safety net

Related Topics

CPD
Investments
A service from the Financial Times
For unlimited access to FTAdviser content...

Register now for free

  • Read the latest news and views from the world of financial advice
  • Never miss a story - sign up to our email alerts
  • Bank CPD while you read
Have an account? Sign In