BAC Foundations

Module 06: 
Making Ethics and Inclusion Part of Daily Practice - Ethics and Beyond (BACP6)


Description
What this workshop is about

As small business advisors we want to hold the highest standards of ethics for any client regardless of their literacy, gender, cultural or ethnic background.
It can be a challenge to find ways to bring these decent ideals into the daily interactions with clients.
However the real problem might be that we see ethics and inclusion as something philosophical rather than something practical.
The truth is that staying true to your principles requires more than confirming a written code of conduct.
That’s why we need to bring in more statements and questions relating to ethics and inclusion in our daily conversations with clients.


What you will learn

In this workshop you will discuss ethics and inclusion with other advisors and how to make the principles present when interacting with clients.

The take-away from this workshop is:

- How to communicate principles of confidentiality, proprietary information, non-solicitation, acting with disinterest, obligation to clients’ best interest and privacy
- How to demonstrate dedication to respect, inclusion and diversity through cultural sensitivity and personal conduct
- How to handle common ethical dilemmas
- How do define professional standards and live by them
Content
  • introduction
  • Business Advisor Certificate Introduction (02:57)
  • Client Ethics Introduction (03:41)
  • Personal Confidence Scorecard: Client Ethics
  • 8 Ethical Principles
  • Advisors Insights: Ethical Principles (08:14)
  • 8 Ethical Principles (01:44)
  • Framework: 8 Ethical Principles
  • 1. Protecting Privacy (03:37)
  • 2. Keeping Confidentiality (05:00)
  • 3. Respecting Proprietary Rights (06:00)
  • 4. Disclosing and being transparent (05:22)
  • 5. Obligating to clients best interest (02:57)
  • 6. Not acting with disinterest (04:32)
  • 7. Commiting to Non Solicitation (01:31)
  • 8. Maintaining Honesty (01:26)
  • Decision Time: How to Communicate Ethical Principles (04:11)
  • Decision Sheet: Ethical Principles in Practice
  • Inclusivity in practice
  • Inclusivity in Practice (01:19)
  • Aspects of Diversity
  • Aspects of Diversity (02:47)
  • Framework: Aspects of Diversity
  • Accommodating for Inclusivity
  • Accommodating for Inclusivity (03:43)
  • Framework: Accommodating for Inclusivity
  • Decision Time: How to Accommodate for Inclusivity (04:53)
  • Decision Sheet: Treating Clients Equally but Differently
  • Wrap Up
  • Wrap Up: Take Aways (05:52)
Completion rules
  • All units must be completed