Welcome to this set of PFS learning packs on ethics. They
explore the ethical issues associated with the work of financial
planners and financial planning firms.
They've been designed with three aims in mind:
- to boost your background knowledge about the ethical issues
- to give you lots of examples of what those ethical issues look
like in practice;
- to allow you to self assess how well you've understood the key
They form part of the PFS's programme of continued professional
development. Using the resources in these learning packs will help
you to maintain the knowledge that underpins your Statement of
We all know that clients attach considerable importance to honesty
and integrity. These learning packs will explore the difference
ways in which ethical behaviours influence the day-to-day tasks
around which the client relationship is built. They will help you
become more confident and certain about what those ethical
behaviours mean in practice.
To find out more about the learning packs, use the menu options
on the right.
Please access the packs using the links below: