Ethics for Chartered firms

They are designed to help you measure and manage ethics within your organisation. Undertaking the short self-assessment will improve your understanding of how ethical practice can support the professional development of your business.

The toolkits also provide practical advice and helpful guidance such as:

• The importance of ethics to Chartered firms
• Implementing an action plan to tackle areas of concern
• Ideas on how to communicate your ethical values to staff, clients and the public
• Guidance on how to involve employees in building and sustaining ethical practices

It is not compulsory to undertake an assessment but we'd urge you to consider it. As a Chartered entity, your organisation has made a commitment to have in place core values and business practices that align with the CII Code of Ethics. Completing the assessment and tackling any action points that arise will help you satisfy that commitment. 

Your practical guide

we have developed a practical guide to depict real life ethical issues using case studies. The guide will help you understand the code by underpinning its five principles.

Code of Ethics practical guide (PDF)  

Online ethics course

Designed to help you update your knowledge on the Code of Ethics, our online course focuses on five key areas:

• A broad introduction to ethics
• What ethics means within a business environment
• Ethics in an insurance and financial planning environment
• Practical steps for making ethics part of a working environment
• How to handle ethical issues when they arise

Take the online ethics course