Master professional judgment to navigate ethical dilemmas effectively. Develop a strong moral compass for principled decision-making and client-centric outcomes.
“Professional judgement” is a core skill that is exercised every day by practices and their planners but what exactly defines ethical practice?
Join Robert Kimberley, Head of Professional Standards at the FAAA, as he dives deep into the relationship between professionalism and judgement, and shares how we can make ethically informed decisions in our professional practices.
Participants will gain a comprehensive understanding of the role of professional judgement in financial planning. They will explore the significance of exercising sound judgement in making ethical decisions and its impact on maintaining professionalism.
Participants will delve into the connection between professionalism and judgement in financial planning. They will examine how professional standards and ethics shape decision-making processes and learn how to navigate ethical dilemmas to uphold the highest standards of practice.
Participants will learn practical approaches and techniques for making ethically informed decisions in their professional practices. They will acquire tools to analyse complex situations, consider multiple perspectives, and apply ethical frameworks to resolve dilemmas, enhancing their ability to demonstrate ethical practice and uphold professional standards in the field of financial planning.
Australia's Leading Professional Association for the Financial Advice Profession
The Financial Advice Association of Australia (FAAA) is the leading body representing financial planning and financial advice professionals in the Southern Hemisphere. We deliver high-quality learning experiences designed to drive real-world-results for professionals. With thousands of professionals benefiting from our Continuing Professional Development (CPD, PD, CPE, CE) webinars, we’ve helped lawyers, accountants, financial planners, financial advisers, solicitors, fund managers, financial coaches, government officials, insurance and mortgage brokers and many more professionals enhance their skills, stay informed, remain compliant and advance in their careers. We bridge the gap between theory and practice, offering content curated by industry experts to equip you with practical knowledge in high-demand areas. Investing in the FAAA’s professional development content means choosing quality, convenience and credibility. We delve into current issues often with live case studies presented by professionals who walk the talk. Our webinars are not only informative but also practical, providing you with actionable insights that you can apply in your daily practice. Our speakers are from various backgrounds, including law, accounting, finance and more. We specialise in practical training in areas such as Ethics, Regulatory & Compliance, Expat- Tax, Client Care and Technical Competence. Whether you are a professional, recent graduate, manager or lifelong learner, you’ll find practical courses to advance your career with confidence.
Head of Professional Standards | Financial Advice Association Australia (FAAA)
Rob has been working with the FAAA since March 2021 and is responsible for delivering the FAAA’s professionalism function. He has over 15 years’ experience in the financial services industry in Australia and internationally, working in both the public and private sectors, for wealth management firms, top tier banking groups and regulatory bodies, specialising in dispute resolution and advice review.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
