Ethics and Beyond (BAC Workshop 06)

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BAC Foundations

Ethics and Beyond (BAC Workshop 06)

Description

Content

introduction
Personal Confidence Scorecard: Client Ethics
Introduction to the Business Advisor Certificate (BAC) (03:45)
Introductions to Ethics and Beyond (03:32)
8 Ethical Principles
Advisor Insights: 8 Basic Ethical Principles (05:57)
8 Basic Ethical Principles (01:18)
Framework: 8 Ethical Principles
1 Protecting Privacy (05:01)
Advisor Dilema: Protecting Privacy (05:10)
2 Keeping Confidentiality (03:35)
Advisor Dilemma: Keeping Confidentiality (05:35)
3 Respecting Proprietary Rights (02:22)
Advisor Dilemma: Respecting Proprietary Rights (04:33)
4 Disclosing and Being Transparent (03:53)
Advisor Dilemma: Disclosing and Being Transparent (03:05)
5 Obligating to Clients Best Interest (04:06)
Advisor Dilemma: Obligating to Clients Best Interest (03:26)
6 Acting with Disinterest (04:36)
Advisor Dilemma: Acting with Disinterest (04:09)
7 Committing to Non Solicitation (01:10)
Advisor Dilemma: Committing to Non Solicitation (02:14)
8 Maintaining Honesty (01:40)
Advisor Dilemma: Maintaining Honesty (01:40)
Decision Time: How To Communicate Ethical Principles (07:13)
Decision Sheet: Ethical Principles in Practice
Inclusivity in practice
Advisor Insights: Inclusivity in Practice
Framework: Aspects of Diversity
Accommodating for Inclusivity
Accommodating for Inclusivity (05:16)
Framework: Accommodating for Inclusivity
Decision Time: How to Accommodate advisory Services for Inclusivity (11:29)
Decision Sheet: Treating Clients Equally but Differently

Completion rules

All units must be completed

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