Developing a Client-Centered Code of Ethics (CA)

Overview

For many professionals, the code of ethics they follow is set forth by the company they represent and/or the professional organizations to which they belong. Yet any "formal" code of ethics can be-and should be-supplemented by the professional's own personal code of professional ethics: a guidepost that directs one's business practices and conduct in tandem with one's personal beliefs and values. This course explains the importance of developing a professional code of ethics and the elements that should be considered to ensure that both producer and client are best served.

This course includes California-mandated insurance fraud training.


Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Learning Objectives

  • Understand why acts that are legal are not always ethical describe the various practices prohibited by unfair trade practice laws
  • Understand agency relationships and the required standard of care that producers must follow when working with insurers explain the purpose and benefits of a code of ethics
  • Describe the ethical principles commonly identified in a code of ethics
  • Recognize the rights and expectations of insurance consumers with respect to producers
  • Understand the duties of California insurance professionals with respect to reporting suspected insurance fraud


Designed For:

Insurance and financial professionals 




Course Information

Adding additional credit may change exam requirements.