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.
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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
Small Town Pharmacist and Benefit Plans
VIP Health Insurance
Commercial Real Estate Demystified
Understanding Realtors
Estate Planning Collaboration
AML in Real Life
Designing Small Group Products
Maintaining Standards at FP Canada
CFRs and OAs
Creditor Insurance Watchdogs
Secrets of the FHSA and OAS
Episode Delay Notice
How Comedy Drove Me to Financial Planning
Planning for a Child with a Disability
Appropriate Leverage using Insurance
Catastrophic and Routine Risks in Benefits Plans
Using a Digital Asset Manager
Investment Advice in a Fee Only World
Implementing the IPP and RCA
Advice Only Planning and DIY Investors
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