Master the art of informed consent in investment practice to build client trust and ensure ethical decision-making
Gain a deeper understanding of the ethical foundations and practical applications of informed consent in investment management with this comprehensive CPD course. Designed for financial professionals, advisors, and investment managers, this course explores how to empower clients through clear communication, transparency, and ethical decision-making. Drawing from best practices in the medical field, the course outlines the principles of voluntary, informed, and capable decision-making—ensuring that clients fully comprehend the risks, benefits, and implications of their investment choices.
Throughout the course, participants will learn how to foster trust, respect client autonomy, and ensure compliance with industry standards such as the CFA Institute’s Code of Ethics. You’ll also gain practical tools for documenting consent, handling informed refusals, and creating robust Investment Policy Statements (IPS) that align with clients’ financial goals and preferences.
Key Learning Outcomes:
Elevating Financial Expertise
Sterling Edge is a premier provider of Continuing Professional Development (CPD) courses for finance professionals across the United Kingdom. Our mission is to deliver high-quality, practical, and engaging content that empowers accountants, financial advisors, and corporate finance teams to stay ahead in an evolving industry. With a focus on real-world applications, regulatory updates, and innovative financial strategies, Sterling Edge ensures professionals meet their CPD requirements while gaining valuable knowledge to enhance their careers. Our courses are designed by industry experts, available online for flexible learning, and recognized by leading professional bodies across the UK.
