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
Retirement Planning Scenarios
Deciphering Cryptocurrency II
Deciphering Cryptocurrency I
The Truth About Health Care Preferences
Understanding the Leasing Business
Health Spending Accounts: A Deep Dive
Retirement Income Planning
TPAs and Other Acronyms You Need to Know
Nerding Out on Group Benefits
AML: Why it Matters
Advising Physicians
RDSP Specialist
Retirement Compensation Arrangement
Estate Planning Challenges for Financial Advisors
Introducing the CPP Calculator
Freelancing in Financial Planning
Workers Compensation Claims
Content Marketing and Client Communication
Group Benefits: Communication and Risk
Incapacity Planning
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