VOCO Gold Coast (Corella Room)

Following the success of the two-day Ethics and Professionalism training courses in Brisbane and Sydney, presenter, Lionel Rodrigues, has developed a condensed version of the course to be run on Tuesday 19 August 2025, prior to the opening of the AIOFP Gold Coast Conference. The course involves some pre-reading in addition to the one-day interactive training, which will encourage comparison, discussion and critique of the professional and ethical norms inherent in the business of financial planning.

Lionel is a Graduate Researcher at Deakin University in the Faculty of Business and Law/Deakin Law School in the PhD (Law) program. He is active as a practicing financial planner and has completed the degrees of Master of Financial Planning and Master of Laws. Lionel presents from the perspective of a professional planner, applying both professional and ethical considerations in that context.

Pre Reading (CPD – 3h).

The pre-reading for this course can be found at this link. Content from this pre-reading will be further explored during the training session and questions in the end-of-course assessment will test participants knowledge of the material.

Face-to-face Training (10:00am – 3.30pm): Ethics in Financial Services (CPD – 4h).

Explores ethical values and mandated legislative requirements such as the Code of Ethics.