Global Core · GC02

Global Core: Code of Conduct and Professional Ethics

A practical standard for acting with integrity, protecting clients and investors, managing conflicts, using firm resources responsibly and speaking up when conduct falls short.

COURSE OVERVIEW

Designed for practical application.

A practical standard for acting with integrity, protecting clients and investors, managing conflicts, using firm resources responsibly and speaking up when conduct falls short.

What you will be able to do

  • Apply investor-first and integrity principles to daily decisions.
  • Recognise personal, commercial and organisational conflicts.
  • Use approvals and records for gifts, outside activities and exceptions.
  • Raise concerns and support a culture of accountability.

Course structure

01 Integrity and investor interests
02 Conflicts and personal interests
03 Gifts, entertainment and outside activities
04 Information, property and accurate records
05 Decisions, exceptions and accountability
06 Speaking up and non-retaliation

Assessment and evidence

ASSESSMENT

Module knowledge checks and a ten-question final assessment; pass mark 80%.

LEARNING EVIDENCE

Authenticated progress, assessment result, completion record and printable certificate.

GC02

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