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Provider: FPA Arizona
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Ethics CE+: A Practical Application of the CFP Boards' Code and Standards

C28001
FPA Arizona
Credits
2.0
Content Area
Ethics & Professional Responsibility
Topic(s)
Ethics
Credits
2.0
Format
In-person seminar/event
Other Professional Designations
CFP
Insurance
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
Scheduled Date

Good People. Bad Things.

C27269
FPA Arizona
Credits
4.0
Content Area
Ethics & Professional Responsibility
Description

Good People. Bad Things. begins by refreshing financial advisors on the most common types of insurance fraud, and then walks the financial advisors through how Good People. do Bad Things. using insurance fraud cases and examples.Good People. Bad Things alerts financial advisors to the mind set patterns, which can provide observable behavioral signals (red flags) that external pressures may be impacting decision making in general, and ethical decision making in particular.Good People. Bad Things. next explores the connection between observable behaviors in an office - its culture - and ethics. Purposefully managing the culture in an office impacts the probability of ethical choices by anyone working in that office.Good People. Bad Things. concludes with an ethical framework exercise, illustrating how a financial advisor can leverage office culture to support ethical decision making.

Topic(s)
Ethics
Credits
4.0
Format
In-person seminar/event
Other Professional Designations
CFP
Insurance
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
Scheduled Date