Continuing Education Credits

This course is approved for 1.5HR CE Credits for BC, SK, MB, AB and RIBO (ethics hours).

Course Objectives

By the time you’ve completed this course you’ll be equipped to:

  • Explain what ethics is all about

  • Identify different ways of looking at what is morally right and wrong

  • Illustrate what the insurance industry does to build trust

  • Describe legal obligations to clients and potential ethical challenges; and

  • Apply a 5-step process and analysis framework for dealing with ethical dilemmas

Course curriculum

    1. Course Welcome

    2. Course Objectives

    3. Downloadable Material

    4. Food for Thought - What would you do?

    1. Chapter Objectives

    2. What does it mean to be ethical?

      FREE PREVIEW

    3. Food for thought

    4. Ethics is about behavior

    5. Ethics is also about society

    6. Legal vs. Ethical - not the same

    7. Recognize ethical dilemmas

    8. Food for thought

    9. Different ways of looking at ethics

    10. Quiz instructions

    11. Quiz - Understanding Ethics

    1. Chapter Objectives

    2. Why trust plays a central role in insurance

      FREE PREVIEW

    3. Food for thought

    4. How the insurance industry earns and maintains trust

    5. Codes and standards

    6. Code of Conduct/Ethics Review

    7. Training

    8. Reinforcement

    9. Monitoring and compliance

    10. Food for thought

    11. Other repercussions

    12. Do good people make unethical choices?

    13. Food for thought

    14. Quiz - Ethics in the Insurance Industry

    1. Chapter objectives

    2. It's all about the client

    3. Utmost good faith

    4. Food for thought

    5. Standard of care

    6. Food for thought

    7. Fiduciary duty

    8. Food for thought

    9. The inherent conflicts of interest in our industry

    10. Quiz - Ethical Client Relations

    1. Chapter Objectives

    2. What does it actually take to be ethical?

      FREE PREVIEW

    3. Food for thought

    4. Set yourself up for success

    5. Making ethical decisions - getting started

      FREE PREVIEW

    6. Making ethical decisions - a framework for analysis

    7. Making ethical decisions - complete the process

    8. Download the framework

    9. Food for thought

    10. Why act ethically

    11. Quiz - How to be an ethical professional

    1. Course Wrap-up

    2. Course Survey

    3. Navigating Ethical Dilemmas in Client Relations Final Assessment

About this course

  • $150.00
  • 53 lessons
  • 1.5 hours of video content