Overview

This course provides a decision-making model that can be applied in situations to ensure decisions are thoughtful, sound, ethical, and effective, particularly when dealing with senior clients.

Learning Objectives

Students who successfully complete this course will be able to:

• state the core principles of sound decisions
• identify the main characteristics of decisions that are both ethical and effective
• follow a logical and thorough eight-step process for making ethical and effective decisions

Designed for

All registered representatives and principals