| Provincial Life Credits: | 1 credit (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 1 credit (AB, SK, MB, ON) |
| CFP® Certificants: | 1 credit (Professional Responsibility) |
| Institute Members: | 1 credit (includes Ethics) |
| MFD: | n.a. |
Being in the business of providing financial advice brings many challenges. This course identifies some specific challenges that come about in practice as conflicts arise and principles are tested.
Do Your Best is easy to read. It provides information that you can quickly learn from and apply to your role and responsibilities.
- Refresh your understanding of professional standards, ethics and principles;
- Review three options for dealing with conflicts of interest;
- Navigate the roadblocks that can arise when it comes to putting client interests first.
$24.95
$24.95