Adviser Code of Ethics Series Launched

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TAL has announced its financial adviser education platform, TAL Risk Academy, will deliver a program of learning focused on the Financial Planners and Advisers Code of Ethics during May.

The insurer says Ethics Month will feature four webinars throughout May on understanding the Code of Ethics and how it applies in delivering high quality advice for clients.

The courses will count towards advisers’ CPD requirements.

Beau Riley …the series will offer insights and tools which can be applied in practical, real-world scenarios…

TAL General Manager, Retail Sales and New Business, Beau Riley, says Ethics Month “…has been created to support advisers in their compliance with the Code of Ethics and general understanding around this important topic.”

He says the series will offer insights and tools which can be applied in practical, real-world scenarios “…giving all participants the opportunity to develop their critical thinking, decision-making, and communication skills to better serve their clients.”

Riley notes the four live webinars will cover the latest industry requirements and obligations.

Access to Technical Team’s Expertise

“The courses have been developed to give advisers access to our technical team’s expertise and insights around how to navigate and comply with the Code of Ethics, ensuring the best outcomes for clients.”

TAL Risk Academy is also offering an interactive workshop, facilitated by TAL National Technical Manager, David Glen, developed for Professional Year new entrants to complement the new series.

This workshop will explore real client scenarios and consider how the Code of Ethics would apply through a live discussion with participants.

Click here for more information.