H&B

Applying Bloom’s Taxonomy to Meet Ethical Requirements

Applying Bloom’s Taxonomy to Meet Ethical Requirements

17/12/2454 minsOne CPD Point: Professionalism and Ethics

Exploring how structured thinking models like Bloom’s Taxonomy can support advisers in meeting evolving ethical and regulatory expectations.

Learning outcomes

  • Apply principles of education theory to ensure clients understand strategy advice
  • Use Bloom’s Taxonomy to structure client meetings to ensure advisers are following the code of ethics
  • Utilise Bloom’s Taxonomy to satisfy code of ethics requirements for client care. Ensuring clients understand the advice.
  • Support clients to identify their own behavioural biases
  • Develop and enrich client relationships that demonstrate the value of advice
  • How to apply the educational framework to practical client advice examples

MEET THE SPEAKERS

Dr Michelle Cull

Associate Professor

Dr Michelle Cull

Shayne Sommer

Private Wealth Adviser

Shayne Sommer

Andrew Wielandt

Director

Andrew Wielandt