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NAIFA Adds Ethical Training to Education Series

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Written by U. S. Insurance News   
Monday, 16 June 2008

Every day, financial advisors and insurance professionals can face difficult ethical challenges. To help prepare them for these dilemmas, the National Association of Insurance and Financial Advisors (NAIFA) along with the American College has developed a new program to educate these professionals.

Dealing with Ethical Issues in Financial Services is a new multimedia program whereby participants are  presented with ten different ethical scenarios and asked to evaluate their response to each. The situations are then discussed by Ronald Duska, Ph.D. and Julie Ragatz, MA of the American College.  Finally, each session is followed by short interactive dialogues.

According to John J. Healy, CAE, NAIFA CEO, “This program provides practical information to help members serve their clients while adhering to ethical and professional standards.”

Dealing with Ethical Issues in Financial Services is the latest of NAIFA’s Programs in a Box series of multimedia instructional programs. “The Programs in a Box series offers our state and local associations the tools they need to educate members at the local level,” explains Diane W. Powers, NAIFA’s Vice President of Professional Development & Education. “Programs are developed and taught by industry leaders, offering our members access to the best in the industry, and many are eligible for state continuing education credit.”


 

 
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