The Personal Finance Society (PFS) has launched an online ethics toolkit for its members.
The kit aims to help PFS members identify and understand the most relevant ethical issues for financial planners and planning firms. The toolkit is split into two learning modules, an introductory module for individuals and a leadership module for managers. It is designed to boost members' background knowledge of ethics, illustrate the ethical issues associated with financial planning and allow users to assess themselves to determine how much they have understood. The modules form part of the PFS's programme of continuing professional development (CPD), enabling financial advice me...
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