Ethics CPD with Dr Katherine Hunt

Ethics CPD with Dr Katherine Hunt

From Basis Points by Equity Mates Media

April 30, 2026 · 27 min · Season 2

About this episode

Dr. Katherine Hunt discusses how ethics CPD can enhance advisory practices through client psychology and AI.

What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations. In this episode: 00:00 AI Era Client Experience 00:30 Ethics and Adviser Mindset 03:00 Ego and Ethical Growth 06:02 Scaling Trust and Connection 09:56 AI, Trust, and Systems 14:34 The Human Code Framework 16:35 What Clients Truly Value 18:53 Fear, Growth, and AI 22:44 Future of Successful Advisers 23:44 One Action to Improve ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (0.50 hour) ——— Want more Basis Points? Sign up to the  Basis Points email Join the conversation  on LinkedIn Watch all episodes in full and relive some of our favourite clips  on YouTube ——— Basis Points is a product of Equity…

People in this episode

Host: Equity Mates Media

Guest: Dr Katherine Hunt

Topics covered

  • ethics
  • client psychology
  • AI in finance
  • trust building
  • financial advising
  • professional development

Keywords

  • ethics CPD
  • financial advisor
  • client trust
  • AI
  • ethical growth
  • professionalism
  • CPD points

Mentioned in this episode

Organizations: Equity Mates Media, Financial Advice Association of Australia

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