I believe in building justified trust

Aaron Drew  |  MyFiduciary  |  03 May 2023 |  0.25 CE

All relationships are built on trust, which requires integrity, competence and doing the right thing. But to earn justified trust from clients and deliver consistently good outcomes for them, year after year, requires practices and procedures that go beyond compliance obligations to globally recognised fiduciary standards of care.

Presentation  (18 mins)  |  Slides

Podcast  (18 mins)

 

Aaron Drew

ABOUT THE FACULTY
Aaron Drew, AIFA, is Managing Director at MyFiduciary (Auckland).

CE QUIZ (0.25 CE/CPD hours)

CE/CPD earned can be used to help meet the CE/CPD requirements of 20 gove...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.

What's new with our live and on-demand continuing education, accreditation and certification programs.

Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.