$0 – $75

Ethics in Action workshop - Tauranga

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Location

Craig's Investment Partners

158 Cameron Road

Tauranga, Tauranga 3110

New Zealand

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

Join with other finance professionals for an energetic and interactive session of ethics brought to life.

These engaging and informative workshops will increase your understanding about why ethics is vital in the finance industry and how to put ethics into practice in challenging situations.

Certified CFA ethics trainer, Dr Jeffrey Stangl, CFA, will cover the fundamentals, tackle real-life scenarios, and paint the bigger picture of what can be achieved from a ‘better’ industry.

There are limited spaces, so register now and secure your place.

Workshop outline

Pursuing better outcomes – for the end investor, the industry, and society

  • Introduction: CFA research on the ‘Future state of the investment profession
  • Organisational game changers, the trust equation and rebuilding the social licence to operate
  • New standards, expectations and the regulatory environment
  • CFA’s commitment to professionalism

Ethics in Action

  • Overview of the six ethics modules covered in the Associate Member training
  • Managing the hierarchy of obligations, and potential conflicts
  • Navigating grey areas
  • Discuss case studies and examples
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Date and Time

Location

Craig's Investment Partners

158 Cameron Road

Tauranga, Tauranga 3110

New Zealand

View Map

Refund Policy

Refunds up to 7 days before event

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