Explore the critical role of ethics in financial advising, focusing on key values such as duty of care, integrity, professionalism, compliance, and confidentiality. Learn how these principles guide advisors in fostering trust and confidence with clients.
Explore the essential role of integrity in financial advising, focusing on honesty, fairness, and trustworthiness in client interactions. Learn about prioritizing client interests, maintaining accurate records, and full disclosure of conflicts of interest.
Explore the essential role of professionalism in financial advising, focusing on ethical conduct, continuing education, and conflict of interest avoidance.
Explore the critical role of confidentiality in financial advising, including obligations, strategies, and exceptions within the Canadian financial landscape.
