Professional Responsibility Applied! 2024

This presentation discusses the ethical considerations in financial planning, highlighting the FP Canada Code of Ethics and Rules of Conduct. Provided are real-case examples of breaches and their consequences, emphasizing the importance of disclosing conflicts of interest and adhering to ethical principles. Chuck Gallagher joined the conversation to discuss the ethical implications of AI in financial planning, emphasizing the need for transparency, trust, and informed consent. Both speakers emphasized the significance of ethical decision-making in personal and professional life, and the importance of using technology in a positive way.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 2h 23m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 2 Professional Responsibility credits * Advocis - 2 IAFE Approved Ethics credits * MFDA - 2 Business Conduct - Ethics credits * CSI - 2 Compliance credits * FSRA - 2 FSRA Approved credits * ICS - 2 Life Insurance credits * ICM - 2 Life Insurance credits & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Professional Responsibility Applied! 2024
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. Since 2012, Alan Hoffman and CE-credits.ca has been working to create Continuing Education that actually provides Canada’s Financial Advising community with content that is truly relevant and useful within their practices. Through CE-Now.ca, they provide advisors with easy on demand access to earn their CE Credits the way they prefer, through webcasts, bundles, theme packs, and a library of over 450 presentations to learn from. Today, CE-credits.ca is the #1 CE Provider in Canada.