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Ethical Decision Making Courses
Interactive, case-based training
The ethics of your firm is the sum of a thousand daily decisions. Do your employees know how to identify and navigate ethical grey areas?
We promote the highest standards of ethical behavior in the financial community and are recognized as an industry leader in practical investment education. We are uniquely qualified to train your staff on the importance and efficacy of ethical business practices.
This on-site course will help you:
- Create and maintain a workplace with consistent and reliable ethical standards
- Limit reputational and regulatory risks
- Begin conversations with employees about ethical grey areas in business practice
- Determine your office culture of ethics and identify areas of confusion
- Improve customer relationships, trust, and confidence
Prior to the event, we work with you in tailoring the course to the unique needs of your firm and determine a schedule for on-site delivery. We adapt the course to the ideal length for your organization (usually 2-3 hours).
Course structure:
- Introduction to the context and importance of ethical conduct
- Framework for ethical decision-making analysis
- Facilitated discussion of 10-12 case studies used to practice applying the ethical decision making process





