CPD: Ethics and the professional practice

July 20, 2021

In financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, honesty, integrity and fairness. In short, the way any one of us would like ourselves and our family members and friends to be treated by a professional service provider.

This article, proudly sponsored by GSFM, explores the important link between ethics and professionalism and provides 0.75 Ethics CPD.

Click here to read the article and complete the CPD quiz.

Tags: ,
Categories: Insights



© GSFM 2021