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Bring In the Experts – Would your clients consider your behaviour ethical?

August 10 @ 10:00 am - 11:00 am NZST

Bring in the Experts

Bring in the Experts – Would your clients consider your behaviour ethical?

Ever wondered if your own personal bias has an impact on the advice you provide?

This is one of the topics our expert panel will discuss, along with a few other conversations that you might find yourself having in your role as a financial adviser.

We will consider good client outcomes and decision making with vulnerable clients whilst reflecting on the Code of Professional Conduct for Financial Advice Service. We will also cover licensing obligations such as record keeping and best practice for financial advisers.

On this webinar we are joined by a panel of industry experts:
Angus Dales Jones – Code Committee Chair
Michael Hewes – FMA
Susan Taylor – FSCL – dispute scheme
Jane Arnott – The Ethics Conversation

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.

Details

Date:
August 10
Time:
10:00 am - 11:00 am

Venue

Online

Organiser

Financial Advice New Zealand
Phone:
0800 432 101
Email:
info@financialadvice.nz
Website:
https://financialadvice.nz/