Financial advice: Solving clients' ethical dilemmas
Financial planners play a key role in drawing out a holistic view of their clients, including their family situation and the issues that are important to them. Through this process it often raises dilemmas they are facing and will impact their financial decision making. Proving guidance on these points is a key role of planner.
Every day, and in every client interaction, financial advisers face ethical decisions. In whose best interests they operating in? Are they recommending the best investment? Do they know enough about their client to be giving this advice?
The Ethics Centre has produced a new textbook to support advisers and academics as they work through the new education and professional standards.
Everyday Ethics for Financial Advisers offers practical ways to apply ethics frameworks to real-life scenarios. The textbook, available in hard copy or online, is intended to be a long term companion to help advisers develop their ethical muscle. Available from all major online book retailers.
Find out more at www.ethics.org.au/eefa
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ABOUT THE ETHICS CENTRE
The Ethics Centre is an independent not-for-profit that advocates for a more ethical society. A team of innovators, thought leaders and conveners of people and ideas, we deliver a range of services including innovative programs, consulting, leadership and an ethics helpline designed to bring ethics to the centre of everyday life.
Across our work, we aim to diagnose, prevent and cure the sources of ethical failure, to increase ethical literacy through education and information, and develop tools to empower good decision making. The Centre’s programs are recognised for stimulating public awareness and understanding, creating a space for open, honest and often difficult conversations.
This year marks the 30th anniversary of The Ethics Centre, and we’re committed to educating, engaging and informing for a better world for the 30 years to come.
Visit us at www.ethics.org.au
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Copyright Notice
© The Ethics Centre 2020.
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