Date: To Be Announced
Join us for a workshop designed to enable financial professionals for even greater success because of focusing on the enabling role of ethics and a sense of moral high ground. This workshop focuses on avoiding the pitfalls of unethical financial behavior and business practice – but even more importantly how ethics and transparency build consumer confidence, loyalty and the opportunities for success.
We will focus on:
- Ethical principles and standards
- Putting the needs of the client first
- Commissions and fees
- Sales and ethical advice
- Goal setting and reporting
- Tax compliance
We’ll work to enable the learning and will enlarge the attendee professional network. This workshop will also feature products to reinforce the training.