Course Overview
Learn about codes of conduct & ethics for insurance brokers as it relates to integrity, competence, quality of service, advice to clients, privacy/confidentiality, safekeeping of property, conflicts of interest, fee disclosures, professionalism, service, conduct towards others, etc. This course uses Canadian rules and regulations as a reference point.
Target Audience
Insurance professionals, accountants, lawyers, and other professionals subject to ethics and codes of conduct.
Learning Objectives
Help insurance professionals and non-insurance professionals learn about ethics and codes of conduct with a focus on insurance professionals and using Canadian regulations as a reference point.