Please take the quiz below to claim your CPD points for this webinar.
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1. When proactively monitoring a client’s financial wellness, what should an adviser focus on?
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Track progress on the client’s financial wellness
Diagnose issues as they arise
Identify areas for improvement
All of the above
2. How can advisers promote both subjective financial wellness and positive financial behaviours?
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Make the uncertain more knowable for clients
Help clients change their attitudes
Encourage follow-through by planning
All of the above
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