Trust First: Understanding Fiduciary Duty

Trust. Integrity. Accountability.
These three words define every great leader, advisor, and professional, and they all begin with one powerful concept: Fiduciary Duty.

We explore one of the most powerful and far-reaching principles in law, governance, and professional ethics — the fiduciary obligation.

We unpack the legal, ethical, and economic dimensions of fiduciary relationships, equipping learners to recognize, manage, and uphold fiduciary responsibilities in complex, high-stakes environments. Through case studies, ethical simulations, and applied analysis, listeners will examine how duties of loyalty, care, impartiality, confidentiality, and disclosure operate in real-world contexts — and what happens when those duties are breached.

Listeners are guided through one of the most important — and often misunderstood — principles in law and ethics. Whether you are a trustee, corporate director, investment advisor, attorney, or simply someone entrusted with others’ interests, this book reveals what it truly means to act with loyalty, prudence, and good faith. Emphasis is placed on ethical reasoning, conflict-of-interest management, and decision-making under competing duties.

This guide explores:

The Core Pillars of Fiduciary Duty — Loyalty, Care, Good Faith, Confidentiality, and Disclosure

Practical Scenarios and Legal Standards — From the Prudent Investor Rule to the Business Judgment Rule

Ethical Conflicts and Modern Challenges — How to manage competing interests, transparency, and accountability

Consequences of Breach — Damages, disgorgement, and professional liability

Fiduciary Leadership in Action — Building trust, stewardship, and ethical cultures in organizations

Includes optional Advanced Track and Illustrations/Worked Examples.

Eligible for CPD/PDU's, Self-Attesting CPD Certificate included.