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Institute of Financial Professionals Australia 2024 Conference
Institute of Financial Professionals Australia 2024 Conference

Session 4B | Proactive Risk Management for an Ethical Practice

Session

Session

1:35 pm

15 March 2024

Conference Room A

Session Program

In this session, we delve into the nuances of maintaining a professional and ethical advisory practice, grounded in an extensive evidence base drawn from over 19,000 client files. With a rich tapestry of insights accrued from decades of hands-on experience, we will navigate the labyrinth of practical challenges that advisers frequently encounter. This exploration will not only highlight the pitfalls and common failures but also impart actionable strategies to surmount these hurdles. Our aim is to equip advisers with the tools and knowledge to uphold the highest standards of professionalism and ethical conduct in their practice.