Developing a Personal Code of Professional Conduct

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 3 credits (AB, SK, MB, ON)
FP Canada Credits: 2 credits (Professional Responsibility)
Institute Members: 2 credits (Ethics)
ID CE Credits: 3 credits (Compliance)
General Insurance: 3 credits

Why develop a personal code of conduct when you already have been provided with guidance from your regulators or professional organization, such as FP Canada? It’s true that industry codes create consistent expectations. But when you set out your own code you have the opportunity to express personal answers to questions like:
  • Why am I doing this job?
  • What are my goals?
  • How do I measure success?
  • How will I know it is time to quit?
  • What do I personally offer that sets me apart?
  • Why would a client choose me? Would you choose you?
Evaluating responses to these questions through the lens of ethical obligations affirms a standard of professional conduct that goes beyond minimum, baseline expectations. In doing so, you distinguish yourself among exceptional industry professionals. Making this commitment is ultimately reflected in stronger client relationships and enhanced client experiences. Are you ready to shape your personal standard for personal integrity and conduct? Includes checklists that guide you to building your personal code.

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