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Bring in the Experts - Achieving better and more ethical client outcomes

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

1 CPD hour will be allocated for this webinar - Ethics and Compliance
Free for Financial Advice Members and $50+gst for non-members.

Aug 10, 2022 10:00 AM in Auckland, Wellington