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FPA Code of Professional Practice elearning course

We were approached by the Financial Planning Association to develop an elearning course on their Code of Professional Practice. The elearning course – which was rolled out to all of their members – follows a fictitious couple seeking financial advice. They meet with different planners and receive differing advice. This narrative allowed us to demonstrate planner conduct that is in and out of line with the Code of Professional Practice in a context that was immediately relatable for the audience.

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