Ethics and Fiduciary Duty
A Deep Dive for Insurance Professionals
Trust is the foundation of the insurance industry—and your professional reputation. But in a complex, high-stakes environment, are you truly prepared to navigate ethical landmines and fulfill your fiduciary duty with confidence?
Gain a deep understanding of what it means to be a fiduciary, how to identify and manage conflicts of interest, and how to apply ethical and legal principles in the real world. We go beyond the theory—with real case studies, practical strategies, and action plans you can use immediately.
Learn how to build rock-solid client trust, avoid the kinds of missteps that lead to lawsuits, and become the professional your clients can count on—every time. Whether you’re looking to raise the bar on client care or future-proof your career, this course will get you there.
A focused course for the North American market.
Lead with integrity. Build trust. Protect your reputation.
Subtitles available in
English
French
Spanish
Course Overview
Trust is the foundation of the insurance industry, and maintaining that trust requires professionals to understand and uphold their fiduciary responsibilities. This advanced course explores fiduciary duty and the ethical obligations that guide professionals when acting in the best interests of their clients.
You’ll gain a clear understanding of what it means to act as a fiduciary, including how fiduciary duties arise, how conflicts of interest can occur, and how they can be identified and managed. The course also examines how legal frameworks and ethical principles intersect with fiduciary obligations and shape professional decision-making.
Through real-world case studies and practical examples, you’ll explore common pitfalls that can lead to breaches of duty and the steps professionals can take to avoid them. By combining legal insight, ethical guidance, and practical strategies, the course helps build the knowledge and judgment required to uphold the highest standards of fiduciary responsibility.
Course highlights
Earn Client Trust
Navigate Conflicts Confidently
Stay Legally Sharp
Lessons from Real Cases
Upgrade
From $35 US a month
Learning Objectives
Upon completing this course, you will be able to:
- Explain what fiduciary duty is all about;
- Identify different types of conflict-of-interest situations;
- List concrete steps you can take to build trusting relationships with your clients;
- Describe how legal frameworks and ethics principles influence fiduciary duty;
- Illustrate the importance of learning from real-world cases; and
- Prepare a personal action plan for becoming a better fiduciary for your clients.
Course Curriculum
- Welcome to the Course
- Course Objectives
- Important Course Instructions for Certificate Issuance
- Downloadable Material
- Introduction and Objectives
- What is Fiduciary Duty?
- Are you a Fiduciary?
- Fiduciary Duty in the Insurance Industry
- Fiduciary Duty in Practice – Loyalty
- Conflict of Interest
- Appearances and Trust
- Fiduciary Duty in Practice – Care
- Fiduciary Duty in Practice – Candor
- Clear and Open Communication – Putting Candor Into Practice
- Quiz instructions
- Chapter 2 Quiz
- Introduction and Objectives
- Legal Frameworks and Fiduciary Duty
- Ethical Principals Underpinning Fiduciary Responsibility
- What is a Breach of Fiduciary Duty?
- Upholding Fiduciary Duty
- Chapter 3 Quiz
- Introduction and Objectives
- Case 1: Failure to enact cover in timely manner
- Case 2: Underinsurance
- Case 3: Breach of Fiduciary Duty
- Case 4: Breach of Fiduciary Duty
- Case 5: False Expertise and Negligence
- Case 6: Failure to Disclose Material Information
- Case 7: Exploiting Confidential Information
- Learning from Cases
- Course Wrap Up
- Course Survey
- Ethics and Fiduciary Duty – Final Assessment
Testimonials
Very clear, concise content, delivered in an easy to understand way. Whether an industry vet or just starting out, you will learn something from this course- I did! It’s easy to see how this platform could complement any corporate training program. I’d thoroughly recommend ITC to any L&D manager.
I’m super impressed with the quality of the courses. Graphics are the bomb!!
Great job ITC! Love the cartoons. Complex subject matter presented in a very fun way.
These are the best online insurance training offerings I’ve seen in terms of content and ease of use.
The coverage explanations are comprehensive and straightforward, coverage comparison tips are very helpful, and the claims examples are readily adaptable to real-life client scenarios. The visuals are easy to follow and the succinct course modules allowed me to review the modules on my own timeline- or to go back to modules that I wanted to revisit. Plus, as a very welcome bonus, continuing education credits are available in certain jurisdictions!
ITC Education is the perfect platform for busy insurance professionals to expand their knowledge in bite-size, manageable, easy & informative modules. The subject matter is well researched and presented in an engaging and easy-to-understand format. The modules are set up so that you can zero in on a subset or explore the topic more fully – time permitting. The examples are easily applied to real-life situations.
About ITC courses
ITC takes pride in delivering high quality, unbiased courses on professional and management liability insurance and related topics. Designed specifically for online delivery, our courses are interactive, include activities and quizzes, use practical illustrations and real-life case studies and deliver knowledge in bite-sized portions so even just 5 minutes is learning time well spent.
ITC courses are the product of a collaborative approach. We work closely with subject matter experts to build out course content, the ITC design team brings that content to life, and no course is published before undergoing an intense review by an industry panel. Our process also includes post-publication reviews and updates because ITC is committed to delivering quality courses that remain accurate, relevant and up-to-date, long after they are first published.
With ITC, you can take any course at any time. For the best learning experience, a prerequisite may be recommended in the course description.
We’d love to hear from you! At ITC, we’re always exploring timely and relevant insurance topics to support your professional development. If there’s a subject you’d like to learn more about, let us know. Your ideas help us shape future courses and learning opportunities.
We provide a digital certificate of completion for all successfully completed courses. Learn how to access your certificate →
Check the CE / CPD page on our website to find out which courses qualify for credit in your jurisdiction then register for your chosen course. Once you’ve successfully completed the entire course, including all the quizzes, you will be prompted to register for your digital certificate of completion.
If your jurisdiction is not listed on our website, ITC courses may still qualify for CE or CPD credit but it will be your responsibility as a student to verify this with your regulator.
No. ITC does not track CE or CPD credits toward your license renewal. You can access certificates for successfully completed courses through your Student Dashboard. We recommend downloading your certificates and keeping them for your records. Learn how to access your certificates →
Frequently Asked Questions
With ITC, you can take any course at any time. For the best learning experience, a prerequisite may be recommended in the course description.
We’d love to hear from you! At ITC, we’re always exploring timely and relevant insurance topics to support your professional development. If there’s a subject you’d like to learn more about, let us know. Your ideas help us shape future courses and learning opportunities.
We provide a digital certificate of completion for all successfully completed courses. Learn how to access your certificate →
Check the CE / CPD page on our website to find out which courses qualify for credit in your jurisdiction then register for your chosen course. Once you’ve successfully completed the entire course, including all the quizzes, you will be prompted to register for your digital certificate of completion.
If your jurisdiction is not listed on our website, ITC courses may still qualify for CE or CPD credit but it will be your responsibility as a student to verify this with your regulator.
No. ITC does not track CE or CPD credits toward your license renewal. You can access certificates for successfully completed courses through your Student Dashboard. We recommend downloading your certificates and keeping them for your records. Learn how to access your certificates →
About ITC courses
ITC takes pride in delivering high quality, unbiased courses on professional and management liability insurance and related topics. Designed specifically for online delivery, our courses are interactive, include activities and quizzes, use practical illustrations and real-life case studies and deliver knowledge in bite-sized portions so even just 5 minutes is learning time well spent.
ITC courses are the product of a collaborative approach. We work closely with subject matter experts to build out course content, the ITC design team brings that content to life, and no course is published before undergoing an intense review by an industry panel. Our process also includes post-publication reviews and updates because ITC is committed to delivering quality courses that remain accurate, relevant and up-to-date, long after they are first published.
Ethics and Fiduciary Duty
