Ethics.

Financial Advisors have a fiduciary responsibility to uphold the highest ethical standards - at all times.

Browse our CPD Modules & Courses on Ethics.

Modules.

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.

Free | Ethics

Module: From FAIS to COFI (Introduction)

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.

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Free | Ethics

Module: Ethics 101

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.

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Courses.

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
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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