Applying the Code of Ethics to your practice and your team is not easy. It can appear vague and the guidelines don’t readily translate into right and wrong.
The Ethics in Practice Web Series delivers an essential insight into how the Code and the recently updated guidance applies to the typical financial services, accounting, and converged practice.
Since 1 January 2020, ethics has been a part of every adviser audit. The issues advisers are experiencing interpreting the Code are starting to reveal themselves. This web series explores not only compliance with the Code in everyday practice but will help you identify the issues before they become a problem.
Discounted group rates available
Need group rates? Call (or email) Lee Marshall on 0434 067 133.
GPS Wealth, Merit Wealth & SMSF Expert, please contact your AFSL or call us on 1800 800 232 for your discounted rate.
Every authorised representative, full or limited, must complete 9 hours of ethics CPD every year. If you are a little... (ahem).. shy of those 9 hours, this essential webinar series creates 5 Ethics CPD hours while delivering an essential update on the Code of Ethics and what we now know about compliance with the Code and where advisers are getting it wrong.
CFP, Dip FP, B Comm, Grad Dip RS, MBA
Conrad has spent his career working in and exploring financial advice and now brings the practical and technical together in his role with Knowledge Shop. Conrad works with accountants and advisers to navigate the practical impact of the new financial services regime on them, their practice and their clients.
A sessional academic at Griffith University, Conrad held senior executive roles with national financial planning networks and was a former financial advice specialist with BT and Cooper Reeves.
Conrad holds an MBA from the University of Qld, a Bachelor of Commerce from Griffith University and a Diploma of Financial Planning (DipFP) with Deakin University.
$390 + GST Member
$480 + GST Non-member
Terms & Conditions
All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for webinar recordings once the Knowledge Shop IQ platform has been accessed. Refunds are only possible if the webinar recording has not been accessed.