Our accredited CPD modules on ethics consist of short sessions on specific topics that relate to the fundamentals of trust. We keep it simple, and we make it practical.
The Conduct of Financial Institutions Bill is scheduled to replace the Financial Advisory and Intermediary Services Act in 2023. This session provides awareness and offers a practical perspective for all advisors and intermediaries of what the high-level impact will be over the next few years.
Clients will only do business with you if they trust you. In the words of Stephen MR Covey, “Trust is the one thing that changes everything.” If you want to be recognised as a trusted advisor, this session will be of fundamental importance to you.
This session will inform you about the significance of ethical conduct when building and sustaining a successful advisory practice and it highlights the essential building blocks that are necessary to demonstrate when engaging with clients if your goal is to be recognised as a trusted advisor.
Our accredited CPD courses on ethics consist of short sessions on specific topics that relate to the fundamentals of trust. We keep it simple, and we make it practical.
– The Josephson Institute of Ethics
