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
If you’re interested in challenging your thinking and exploring the ethical implications of technology usage on your team, your clients and your future business, then this is the session for you.
Watch this session

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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.

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