Trust is the most crucial aspect of the relationship between clients and financial professionals.
According to the 2014 Gobal Consumer Banking Survey, customers who have complete trust in their bank are 3 times more likely to recommend them than customers who only have moderate levels of trust.
But what does it take to build that trust?
This series on ‘Making a Trusted Professional’ will help you to understand why ethics is important for a financial professional, how to determine what is considered ethical or not, and the techniques for ethical decision-making.
4 CPD hours of learning materials created and vetted by industry veterans.
Case studies with real-life examples relevant to today’s environment.
Quizzes to reinforce learning and test knowledge.
IBF – FTS & Core FAA/SFA CPD Accredited