Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.
Jeffrey Scott, CFP, Ph.D., is the head of advice strategy at MetLife Australia. With more than 30 years of experience in the insurance profession, Scott is a regular media commentator on topics such as insurance, superannuation, pensions and finance. He created the first terminal illness benefit for life insurance products in Australia and has conducted more than 2,000 presentations across 11 countries. He also lectures at universities on financial planning, investment, taxation, pensions and insurance.
