Finally… an interesting Ethics CPD Session
Receive 1 Ethics and Professionalism CPD
In this session, you will learn:
- How technology can help you satisfy your FASEA obligations
- How technology may either expose or protect your clients
- The ethical considerations of why you would adopt technology (or not) for your team
- How adopting the right technology can help protect your team from making mistakes and experiencing privacy breaches
- The obligations for advisers to build strong businesses that will enable the long term support of clients
Watch this session
About Advice Revolution
We provide advice businesses with insanely simple fact-finding and client engagement tools that help streamline and scale advice businesses, and improve the client experience.
With a market-leading XPLAN integration, we have helped advice businesses from over 30 licensees to reduce the time and cost of delivering financial services by allowing client data to flow freely between their business systems.
For more information about us, head to advicerevolution.com.au