Everyday Ethics for Financial Advisers
eBook - ePub

Everyday Ethics for Financial Advisers

A Guide for the Ethical Professional

Simon Longstaff, Katherine Hunt, Carolyn Tate

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Everyday Ethics for Financial Advisers

A Guide for the Ethical Professional

Simon Longstaff, Katherine Hunt, Carolyn Tate

Book details
Table of contents
Citations

About This Book

ETHICS IS AT THE CENTRE OF BEING HUMAN

Every day, and in every client interaction, financial advisers face ethical decisions. In whose best interests are you operating in? Are you recommending the best investment for your client? Do you know enough about your client’s situation to be giving this advice?

This practical guide for Australian financial advisers, offers ethical decision making frameworks and practice case studies based on the five values and 12 standards of the Financial Planners and Advisers Code of Ethics 2019.

Everyday Ethics for Financial Advisers is a handbook intended to be a long term companion as you develop your ethical muscle throughout your career as a financial adviser.

This essential text has been written for lecturers and students to fulfil the curriculum requirements for FASEA’s Ethics and Professionalism Bridging Course and FASEA’s National Financial Planning Curriculum.

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Information

Publisher
The Ethics Centre
Year
2020
ISBN
9780648724612
Edition
1
Topic
Business
Subtopic
Financial Services
Index
Business

Table of contents

    Citation styles for Everyday Ethics for Financial Advisers

    APA 6 Citation

    Longstaff, S., Hunt, K., & Tate, C. (2020). Everyday Ethics for Financial Advisers (1st ed.). The Ethics Centre. Retrieved from https://www.perlego.com/book/2895925/everyday-ethics-for-financial-advisers-pdf (Original work published 2020)

    Chicago Citation

    Longstaff, Simon, Katherine Hunt, and Carolyn Tate. (2020) 2020. Everyday Ethics for Financial Advisers. 1st ed. The Ethics Centre. https://www.perlego.com/book/2895925/everyday-ethics-for-financial-advisers-pdf.

    Harvard Citation

    Longstaff, S., Hunt, K. and Tate, C. (2020) Everyday Ethics for Financial Advisers. 1st edn. The Ethics Centre. Available at: https://www.perlego.com/book/2895925/everyday-ethics-for-financial-advisers-pdf (Accessed: 25 September 2021).

    MLA 7 Citation

    Longstaff, Simon, Katherine Hunt, and Carolyn Tate. Everyday Ethics for Financial Advisers. 1st ed. The Ethics Centre, 2020. Web. 25 Sept. 2021.