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Book Everyday Ethics for Financial Advisers

Download or read book Everyday Ethics for Financial Advisers written by Simon Longstaff and published by . This book was released on 2020-03-09 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everyday Ethics for Financial Advisers is a complete guide to the FASEA Financial Planners and Advisers Code of Ethics 2019. It offers a comprehensive guide to the 5 Values and 12 Standards of the Code and outlines frameworks to help advisers apply them in their dealings with clients.

Book Quick Reference Card  Ethics for Financial Advisers

Download or read book Quick Reference Card Ethics for Financial Advisers written by M Cull and published by . This book was released on 2021-12-14 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Quick Reference Card - Ethics for Financial Advisers is a handy reference tool for financial planning professionals and students. Under the Corporations Amendment (Professional Standards of Financial Advisers) Act 2017, existing financial advisers must meet the Financial Adviser Standards and Ethics Authority (FASEA) qualification requirements by 1 January 2026. New entrants to the field are likewise required to complete a FASEA-approved qualification that includes ethics and professionalism among the core knowledge areas. This QRC summarises key information and concepts to help professionals and students meet those requirements. Features * Provides a succinct summary of the legal and regulatory requirements; education standards and competencies; and essential concepts taught in ethics courses for financial planners * Useful revision tool for ethics exams for financial advisers Related Titles * Cull et al, Ethics and Professional Practice in Financial Planning * Mescher, Quick Reference Card: Business Ethics 2e

Book Everyday Ethics

    Book Details:
  • Author : Jean P. Kirnan
  • Publisher : Routledge
  • Release : 2018-06-04
  • ISBN : 1351683624
  • Pages : 224 pages

Download or read book Everyday Ethics written by Jean P. Kirnan and published by Routledge. This book was released on 2018-06-04 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book expands the current discussion on ethics, addressing the gap between "headline" ethics cases, which are often extreme and taken from a business context, and the everyday ethical challenges that we all face in school, work, relationships, and communities. Case studies throughout demonstrate concepts and provide opportunities for readers to apply theory as they consider everyday issues such as the temptation to lie about an arrest on a job application, peer pressure to steal or drink, and the implications of "ratting out" a classmate who is cheating or a co-worker who is stealing. By including a broad array of ethical challenges, this book makes ethics more accessible to the reader. Drawing from several academic disciplines, including social psychology and organizational behavior, this book explores the personal and environmental factors that influence our ethical decision-making. The book is appropriate for ethics courses in an array of disciplines as well as anyone interested in ethical challenges.

Book Ethics for the Financial Services Professional  Fifth Edition

Download or read book Ethics for the Financial Services Professional Fifth Edition written by Julie Ragatz and published by . This book was released on 2013-01-01 with total page 211 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Book Ethics for the Financial Services Professional  Sixth Edition

Download or read book Ethics for the Financial Services Professional Sixth Edition written by Julie Anne Ragatz and published by . This book was released on 2016-10-01 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Book Ethics  Misconduct and the Financial Services Industry

Download or read book Ethics Misconduct and the Financial Services Industry written by Barbara Fryzel and published by Routledge. This book was released on 2020-12-28 with total page 153 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book explores how ethics and the moral context of business have evolved historically in inf luential management theories and concepts. It looks at how managerial thought accommodates morality, values, and ethics and demonstrates the emerging patterns of ethical conduct to illustrate how moral aspects of management and organizational practice can become peripheral. The author examines a diverse range of data sources such as the most seminal books in management and academic papers published in the mainstream academic literature. The readings selected in the process are subject to critical analysis and are complemented by an exploratory study of the financial services industry, based on semistructured in-depth interviews. The uniqueness of the proposed approach comes first from the consolidation of many perspectives such as management, organization studies, and business anthropology rather than focusing on one particular subdiscipline; second, from using a mixed methodology, combining literature reviews with empirical, exploratory research based on interviews; and third from including a narrative context in the analysis and proposed future theory framework. This book will appeal to students, researchers, and scholars who teach ethics in the fields of economics or business. It is useful for advancing theory and research on moral management and as a resource for management practitioners looking to create business practices fostering moral sensitivity. Those interested in setting future development directions may also find the proposed consolidation of theoretical and empirical evidence valuable for the design of future policies.

Book Ethics for the Financial Services Professional  Second Edition

Download or read book Ethics for the Financial Services Professional Second Edition written by Ronald A. Duska and published by . This book was released on 2008-04-01 with total page 175 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides a practical framework for making ethical business decisions; examining legal, compliance, and practice standards; and discussing ethical approaches to placing financial products, determining suitability, and assessing risk.

Book Ethics and Financial Markets

Download or read book Ethics and Financial Markets written by Marianne M. Jennings and published by . This book was released on 2015 with total page 89 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ethical issues that financial professionals face are no different from the ethical issues in any profession -- or, indeed, the day-to-day dilemmas we all face. These issues are readily resolved through the use of three simple questions: Does this violate the law? Is this honest? What if I were on the other side? These three basic ethical standards are often complicated, extrapolated, rationalized, refined, and confused as those in the financial markets grapple with what they believe are more complex ethical issues today than in the past. But as this review shows, the ethical issues in the financial markets today are no different from those that managers of money and assets, financial advisers, and analysts have faced over the centuries.

Book Ethics in Finance

Download or read book Ethics in Finance written by and published by John Wiley & Sons. This book was released on 2013-12-02 with total page 299 pages. Available in PDF, EPUB and Kindle. Book excerpt: The third edition of Ethics in Finance presents an authoritative and wide-ranging examination of the major ethical issues in finance. This new edition has been expanded and thoroughly updated with extensive coverage of the recent financial crisis and the very latest developments within the financial world. Substantially updated new edition with nearly 40% new material, including sections on credit cards, mortgage lending, microfinance, risk management, derivatives, and securitization Includes coverage and references to the recent financial crisis and the very latest developments within the financial world Focuses on the practical issues that confront finance professionals, policy makers, and consumers of financial services Cites examples of the scandals that have shaken public confidence in Wall Street and world financial markets Includes numerous examples throughout to illustrate the concepts and issues described within the text

Book Everyday Ethics

    Book Details:
  • Author : Simon Longstaff
  • Publisher : Simon and Schuster
  • Release : 2017-07-01
  • ISBN : 1925183556
  • Pages : 320 pages

Download or read book Everyday Ethics written by Simon Longstaff and published by Simon and Schuster. This book was released on 2017-07-01 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do I buy eggs laid by free-range chooks or the cheaper ones from caged birds? Do I tell my best friend I saw her boyfriend kissing another girl? Do I lie to my mum by telling her I will wear the jumper she bought me, even though it’s the ugliest jumper in the world? Every day our lives are punctuated by points of decision. Some of these decisions will be momentous, remembered for decades: most will go unnoticed, by us and by others. Yet all our choices matter: taken as a whole, they shape our lives and contribute to the rhythms of the world. In Everyday Ethics, Australia’s leading authority on ethics, Simon Longstaff, provides a map to help you better navigate the landscape of daily decisions more ethically. Using a broad range of topics and examples to provoke eye-opening reflection and discussion, Everyday Ethics is a lesson in how even our smallest choices can matter, and an empowering guide that will help us discover what is ‘good’ and what is ‘right’.

Book The Future of Ethics

    Book Details:
  • Author : Willis Jenkins
  • Publisher : Georgetown University Press
  • Release : 2013-10-24
  • ISBN : 162616018X
  • Pages : 350 pages

Download or read book The Future of Ethics written by Willis Jenkins and published by Georgetown University Press. This book was released on 2013-10-24 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Future of Ethics interprets the big questions of sustainability and social justice through the practical problems arising from humanity’s increasing power over basic systems of life. What does climate change mean for our obligations to future generations? How can the sciences work with pluralist cultures in ways that will help societies learn from ecological change? Traditional religious ethics examines texts and traditions and highlights principles and virtuous behaviors that can apply to particular issues. Willis Jenkins develops lines of practical inquiry through "prophetic pragmatism," an approach to ethics that begins with concrete problems and adapts to changing circumstances. This brand of pragmatism takes its cues from liberationist theology, with its emphasis on how individuals and communities actually cope with overwhelming problems. Can religious communities make a difference when dealing with these issues? By integrating environmental sciences and theological ethics into problem-based engagements with philosophy, economics, and other disciplines, Jenkins illustrates the wide understanding and moral creativity needed to live well in the new conditions of human power. He shows the significance of religious thought to the development of interdisciplinary responses to sustainability issues and how this calls for a new style of religious ethics.

Book Personal Finance for Everyday Challenges

Download or read book Personal Finance for Everyday Challenges written by H. Nejat Seyhun and published by Cambridge Scholars Publishing. This book was released on 2022-02-21 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is essential reading for college students, faculty, parents of college students, and mid-career professionals. We are all faced with important career decisions throughout our lives, such as where to go to college or graduate school, what field to study, or what career to pursue. We also face important personal decisions, such how to save and spend, how to prepare for retirement, and whose advice to take or reject. This book provides a powerful set of personal finance concepts that will help the reader analyze their choices before the fact and help them make the best decisions possible. They are based on the principles of finance—that is, how we make decisions to achieve the best possible outcomes in the face of uncertainty.

Book Becoming The Everyday Ethicist

Download or read book Becoming The Everyday Ethicist written by Amanda Jo Erven and published by . This book was released on 2020-12-10 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: Becoming The Everyday Ethicist provides the keys to living an ethical life, shows leaders how to display integrity and earn trust, and demonstrates the importance of ethics (and ethics monitoring by Internal Auditors) in all organizations. The book is based on the author's experience as an internal audit and finance leader, educator, and the author's ethics research and studies. A must read for all those interested in making the world a more ethical place.

Book The White Coat Investor

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Book A Matter of Trust

    Book Details:
  • Author : Paul Kofman Payne
  • Publisher :
  • Release : 2018-10-25
  • ISBN : 9781525284977
  • Pages : 400 pages

Download or read book A Matter of Trust written by Paul Kofman Payne and published by . This book was released on 2018-10-25 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the marble trading floors of Wall Street to the dirt floor of a microfinance lender in rural Sumatra, finance touches everybody's lives. From small personal loans to collateralised debt obligations, it promises solutions for a better, more prosperous future. But not much in life is guaranteed, and financial outcomes may not match consumer expectations. When trust between practitioners and their clients is undermined it threatens the very fabric of our financial system. The result can be personal disappointment, but the financial crisis of 2007-08 highlighted how we can all be affected when economies are jeopardised by financial mismanagement. A Matter of Trust explores how the finance sector can stand as a true profession and provides a practical guide to make everyday business decisions in an ethically sound way.

Book Freedom and Social Inclusion in a Connected World

Download or read book Freedom and Social Inclusion in a Connected World written by Yingqin Zheng and published by Springer Nature. This book was released on 2022-11-19 with total page 632 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book constitutes the refereed proceedings of the 17th IFIP WG 9.4 International Conference on Social Implications of Computers in Developing Countries, ICT4D 2022, which was supposed to be held in Lima, Peru, in May 2021, but was held virtually instead due to the COVID-19 pandemic. The 40 revised full papers presented were carefully reviewed and selected from 58 submissions. The papers present a wide range of perspectives and disciplines including (but not limited to) public administration, entrepreneurship, business administration, information technology for development, information management systems, organization studies, philosophy, and management. They are organized in the following topical sections: digital platforms and gig economy; education and health; inclusion and participation; and business innovation and data privacy.

Book Toxic Cultures at Work

Download or read book Toxic Cultures at Work written by James Cannon and published by Taylor & Francis. This book was released on 2022-09-30 with total page 221 pages. Available in PDF, EPUB and Kindle. Book excerpt: Around the world and across industries, toxic workplaces are in the news. Taking a holistic approach, this book gives a succinct summary of how toxic cultures develop and shows how they can be remedied with practical takeaways for organisations. Existing books on toxic culture either skim the surface of the latest scandal or take a theoretical approach of limited use to practitioners trying to improve their organisations. Now, organisational development expert James Cannon presents an all-in-one resource based on organisational and individual psychology research that offers actionable suggestions for required change. Cannon provides a framework to understand the complexities of a toxic culture, identifying eight drivers: power, leadership personalities, values, organisation design, formal and informal systems, relations with the external environment and individual systems of motivation and reward. The book also offers a comprehensive toolkit with questionnaires and checklists to manage and achieve cultural change. Professionals and students in organisational psychology, business, and change management, as well as those with an interest in the political and social issues raised by toxic cultures, will appreciate this guide on how to tackle a problem that is much discussed but seldom solved.