In continuation of our ‘Code of Conduct’ microlearning course, this third module, now available on the Learn@IBF platform, covers the topics of ‘Confidentiality’ and ‘Competence’.
This module looks at why keeping your client’s data confidential is so important, and what methods you could employ to keep data confidential. It also goes through what it means to be a competent financial professional, and how to maintain the necessary knowledge and expertise in business activities.
If you are interested in taking the full ‘Code of Conduct – Holding Yourself Accountable’ course for 1 SFA/FAA CPD hour, please visit: Code of Conduct (This course is subsidised under the IBF-FTS funding scheme.)