Ethics: Personal Fundamentals

This course is approved for 1 CE credit for
Property and Casualty in California

CDI approval code: 213104

    This course examines several key components of ethics and personal ethical conduct. Honesty, Integrity, Competency, Objectivity, and Fairness are each core subjects when it comes to ethics. We explore with you numerous examples as well as provide discussion on each component. These are certainly the important characteristics that clients look for in their financial and insurance advisors.

    In this course you will learn about the program through the following topics:

    • Basic Ethical Principles

    • Basic Ethical Principles In Action

    • Applying Knowledge and Expertise

    • Conflict of Interest

    • Truth in Advertising


To begin the course, click the Start button below.

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This course will take
approximately one hour
to complete. On the last
page of the course, the
"Take Exam" button will
prompt you to provide your
license information before
presenting you with a three
question exam. To pass the
course, you must answer all
three questions correctly.
You may take the exam more
than once but upon three
attempts,you will be prompted
to return to the course
material to review it.
The course completion date is
marked as the day you successfully
pass the exam.

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