The Ethical Agent Part 1 and Part 2

This course explores the positions of authority within an insurance company, the responsibilities and liability of various operatives including brokers and agents in matters such as the importance of properly and carefully recording 3rd party information.

Examples are presented of unfair trade practices to show what it means, in practice, for the agent to understand clearly his or her ethical obligations. A discussion addresses the question of who bears responsibility for ensuring that contracts are in total compliance with respective regulations, as well as what constitutes unfair and deceptive acts in advertising. Each scenario presented is then disected on how the situation links to the FP Standards of Professional Responsibility.

FP Canada evaluated and approved as Professional Responsibility Continuing Education Credits.

FP-Canada-Standards-Council
A black-and-white image of pivotal ethical words.

Pin It on Pinterest

ILScorp
FP-Canada-Standards-Council
A black-and-white image of pivotal ethical words.
RSS
Closeup of a few small stacks of coins next to several ballpoint pens
A small stack of coins being measured in a vernier caliper, laying on a financial document
An artistic rendering of a shadowy and faceless hoody with neon green binary 1 and 0 bits radiating into it.
A rendering of a virtual padlock encircled by various high-tech looking effects and the words: Protect - Secure - Protect - Secure
Businessman standing in front of concrete wall with three arrows stenciled on it, one left, one right and one up.
A one way street sign with skyscrapers in the background.
A one way street arrow painted onto a white brick wall.
Two perpendicular one way street signs.
A group of people in a circle with hands extended giving a thumbs up gesture
Large puzzle pieces being put together on a boardroom table
Shadowy silhouette of a man
A shadowy man walking in the shadows
Lettered dice set in a crossword fashion and spelling the words: profit, loss, and risk
A calculator and pen resting on a financial document
A sign hanging in a window and reading 'Sorry, we're Closed, but still awesome'
Businessman discussing charts on his laptop with businesswoman at a picnic table
A group of doctors and nurses in scrubs walking down a hospital hallway
Man and woman in business outfits walking and having a discussion
An array of business devices (tablet, phone, glasses, planner, notebook, keyboard, mouse, trackpad, and computer screen) arranged on a desk
Man in wheelchair waiting to cross the street
Two people meeting and planning a trip using a pen, journal, and a map
A man and woman walking down a sunset road with an arm around one another
Pair of hands using a laptop next to an invoice on a clipboard
Man in striped suit looking down at ipad with financial data graphs displayed
Tudor styled ranch house with orange-brown roof, white facades, and two garages. It has a bushy tree on each side of the door.
A girl dressed in white and two boys, one dressed in white and one in black walking out of a forest into a clearing
minimized chat
Share This