Ethical Traps – Promoting the Firm and Yourself
Overview
What you'll take away.
Discover the difference between ethical behavior and legal obligations in our session, with practical examples on promoting your business and yourself ethically
This session will look at what is ethical behaviour and how it differs from legal obligations. We will focus on what might or might not be ethical when promoting your business and yourself. What is it ok to emphasise or not in promotional materials. The session will look at multiple practical examples.
Learning Outcomes:
Attendees will go away with a better understanding of the “right way” to promote their business and themselves as well as what should be avoided.
Suited to:
This session will be relevant for most professional firms and individuals working in them. It could be particularly helpful for smaller firms.
This On Demand Includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
Course syllabus
3 lessons
- Video – Ethical Traps – Promoting the Firm and YourselfVideo
- Feedback Survey 2024Survey
- Knowledge QuizTest
Your presenter
David McDonaldMcDonald Investment Consulting
, Principal, McDonald Investment Consulting
David has 30+ years’ experience in financial markets. He has worked as an economist and investment strategist. He was previously the Chief Investment Strategist for Credit Suisse Private Banking in Australia. David has worked in institutional asset management and private wealth in Australia and the UK and started his career as an economist with the Australian government.
More recently, David has been involved in education with a focus on ethics and ESG. He has also been a mentor for university finance students.