Workshop on Finance with a Moral Compass

Date: To Be Announced

Workshop on Finance with a Moral CompassJoin 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.

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