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Recorded Webinars
Recorded Webinar: Acting in Best Interest of Client – The Heart of the Financial Planner`s Obligation
This session examines the fundamental obligation to act in client best interest and how this obligation has evolved in the current landscape. It covers: The best interest duty – statutory duty explained Obligations under FASEA Code of Ethics –
PRESENTED BY
Karen McLeod
Certified Financial Planner, Ethical
Date/Time
About the Webinar
This session examines the fundamental obligation to act in client best interest and how this obligation has evolved in the current landscape. It covers:
- The best interest duty – statutory duty explained
- Obligations under FASEA Code of Ethics – standards 2,5, and 6
- Obligations beyond the Code
- Stewardship of capital
- Corporations Act
- ASIC Regulatory Guide 175
- Australian Sustainable Finance Initiative
Presented By
Karen McLeod
Certified Financial Planner, EthicalWho Should Attend?
This webinar is suitable for financial planners – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
FASEA – category “client care” or “ethics” – 0.75 hours.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]