BAC Foundations

Ethics and Beyond (BAC Workshop 06)


Description

Course OverviewClient+Ethics+Curriculum+.jpg?format=2500w

Course content (download files here)

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