Yes I can…or maybe not! Navigating a practical understanding of ethics for advice solutions
21 September 2020 | 10:30am – 12:00pm | Online
Presenter: Louise Biti CFP®, Director, Aged Care Steps
Many financial advisers deal with ageing clients or clients who present with complex family needs. This session brings the FASEA Code of Ethics to life when working with vulnerable clients, including those who lack capacity, have special needs or are experiencing major life upheavals.
This session will use case studies to consider:
- The focus on client best interest against broader family needs
- Ethical dilemmas and informed decision-making
- Using ethics to evaluate appropriate strategic outcomes
- Tools for mapping financial decisions against personal outcomes.
Access this masterclass as part of your FPA [Virtual] Congress registration.
FPA member: $249
Non member: $449
FPA Professional Practice & FPA Professional Partner: $199 (per person)
To attend this event, book now via our: