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Created by Sandy Oklen
8 months ago
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What is AGENCY?
What is CLIENT?
What is LICENSEE?
What is PERSON?
What is PRINCIPAL?
What is TRANSACTION?
What are the 5 overlying principles of ethical practice for an advisor?
Competence
Objectivity
Disclosure
Integrity
Confidentiality
Steps to Ethical Decision-Making?
5 approaches to evaluation and decision making
The Three Test options?