Financial Advisers

Introducing Code of Conduct: Holding Yourself Accountable course

This is a highly interactive eLearning course for ALL financial professionals. As a financial professional, it is essential to have standards of conduct that govern your actions in your day-to-day business in order to ensure the public’s confidence in the industry. With news of many misconduct cases, it is increasingly imperative to establish and uphold […]

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Introducing Structured Products: Perspective and Investment course

Predicting the stock market is not an easy feat – a seemingly lucrative investment might turn on you in an instant. With how drastic the economy has changed, it’s no surprise that people are looking elsewhere to invest. Structured products, in particular, are making a comeback – accounting for over $7 trillion worth of invested

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Introducing Personal Data Protection: What Are Your Obligations course

For a financial institution, the consumer’s personal data may be its most valuable asset. Especially with the advancement in technology, it has greatly increased the diversity of usage that financial institutions can have from the data, such as analysing spending patterns, preferences and financial situations. The technological trend has also pushed consumers to expect, and

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