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Harnessing the power of the human touch

  • Understand how behavioural science can be used in the advice process
  • Learn about the methods being introduced
  • Gain an understanding of how it could form part of the qualification syllabus
CPD
Approx.30min
Harnessing the power of the human touch

Advisers need to adapt or risk seeing their role become obsolete: this is the stark warning delivered by the CFA Institute in its ‘Investment professional of the future’ report published in June.

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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 would Mr Budd like the CII to introduce into its syllabus?

  2. What is described as conjuring impressions of something slightly tacky?

  3. According to Mr Bowen-Nielsen, for what reason did the industry lose its way after the RDR?

  4. According to Mr Budd, who aren't going to continue paying 1 per cent a year for a model portfolio?

  5. What does Mr Budd say about advisers doing pro-bono work?

  6. According to Mr Bage, who are the most likely to embrace behavioural science?

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You have successfully answered all the questions correctly, well done!

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  • Understand how behavioural science can be used in the advice process
  • Learn about the methods being introduced
  • Gain an understanding of how it could form part of the qualification syllabus

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