Jason mines content from the first 8 episodes of Season 3 for content with an ethics perspective. This episodes features short clips from those interviews followed by discussion about how the content fits with financial planning and insurance codes of conduct.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
STANDARDS OF PROFESSIONAL RESPONSIBILITY - FP Canada
Agent Code of Conduct - Life Insurance Council of Saskatchewan
CODE OF PROFESSIONAL CONDUCT - Advocis
Draft Rules of Conduct - FP Canada
More Episodes
Retirement Planning Scenarios
2021-04-28
983
2021-04-28
983
Deciphering Cryptocurrency II
2021-04-14
634
2021-04-14
634
Deciphering Cryptocurrency I
2021-03-31
815
2021-03-31
815
The Truth About Health Care Preferences
2021-03-17
759
2021-03-17
759
Understanding the Leasing Business
2021-03-03
607
2021-03-03
607
Health Spending Accounts: A Deep Dive
2021-02-17
719
2021-02-17
719
Retirement Income Planning
2021-02-03
946
2021-02-03
946
TPAs and Other Acronyms You Need to Know
2021-01-20
593
2021-01-20
593
Nerding Out on Group Benefits
2021-01-06
762
2021-01-06
762
AML: Why it Matters
2020-12-23
611
2020-12-23
611
Advising Physicians
2020-12-09
806
2020-12-09
806
RDSP Specialist
2020-11-25
1.1k
2020-11-25
1.1k
Retirement Compensation Arrangement
2020-11-11
746
2020-11-11
746
Estate Planning Challenges for Financial Advisors
2020-10-28
826
2020-10-28
826
Introducing the CPP Calculator
2020-10-14
749
2020-10-14
749
Freelancing in Financial Planning
2020-09-30
641
2020-09-30
641
Workers Compensation Claims
2020-09-16
613
2020-09-16
613
Content Marketing and Client Communication
2020-09-02
553
2020-09-02
553
Group Benefits: Communication and Risk
2020-08-19
678
2020-08-19
678
Incapacity Planning
2020-07-22
623
2020-07-22
623
Get this podcast on your
phone, FREE
