NAVIGATE: Ethical alignment by design in practice

Value-based design allows for the incorporation of key values into functional processes that affect everyone in the financial ecosystem; this is what should be at the heart of the service innovation lifecycle in your organisation. This session will be based on the Financial Planners and Advisers Code of Ethics 2019, incorporating the values of Trustworthiness, Competence, Honesty, Fairness, Diligence. In this engaging ethics session on operationalising ethics be a part of this Principles-to-Practice Scenario-Based Training and gain thought leadership in the articulation of ethics never forget the 12 standards using evidence to demonstrate the implementation of four pillars: Ethical Behaviour (me), Client Care (you), Quality Process (our organisation), and Professional Commitment (our profession). Live polling will grant participants the ability to learn from one another in state-of-the-art practices. Compelling insights from across professional verticals will be used to illustrate that the financial services industry is not alone in seeking new ways of doing and being.

Learning Outcomes
Attendees will learn about the following:
- Apply the Four Pillars of Ethics to financial planning scenarios using principles-to-practice alignment.
- Evaluate ethical dilemmas using the Code of Ethics 2019 and stakeholder perspectives.
- Map organisational processes to ethical principles using systems thinking and care chain analysis.
- Use AI and technology to identify ethical gaps and support scenario-based decision-making.
- Interactive exploration of ethical alignment
- From personal values to organisational practice
- Moving beyond compliance to genuine care
- Your voices, your experiences, your solutions