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.
Financial Advisors have a fiduciary responsibility to uphold the highest ethical standards - at all times.
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.
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.
Upcoming Modules and Courses coming soon
Here’s a preview of what you can expect:
Module – The trusted advisor
Module – From FAIS to COFI: Getting ready for the next wave of legislation
Course – Essential habits of trusted advisors
Ethics is about how we meet the challenge of doing the right thing when that will cost us more than we want to pay.
– The Josephson Institute of Ethics