February 22, 2012

CRTS Code of Conduct

As a Certified Relocation and Transition Specialist, Libby Handler also subscribes to the following Code of Conduct.

Certified Relocation and Transition Specialist Code of Conduct, Ethics and Professional Practices

This Code has been developed and adopted by the Senior Transition Society to protect the public and all Certified Relocation and Transition Specialists (CRTS) and to promote professional standards within the senior transition industry.

It is a requirement for certification that all comply with the Standards and Rules set forth in this Code.  CRTS designees must follow all rules and regulations for their profession that are promulgated by law, licensing boards, agencies, companies and industry organizations of which the CRTS designee is a member and must fulfill all Continuing Education requirements.

CRTS designees also agree to carry appropriate business and liability insurance for their services and to comply with local and provincial laws governing employees and worker’s compensation.

Professionalism

  • I will be candid and truthful in all my professional communications.
  • I will not undertake any professional responsibility unless qualified and shall perform my work competently and with respect to my client, their person and possessions.
  • I will honour all business contracts, agreements and commitments.
  • I will not participate in, promote or sanction any acts of discrimination within my business.
  • I will promote the practice of advocacy and the C.O.A.L.D. acronym, as defined by the CRTS program, in all my business dealings and client relationships. Care, Obedience, Accountability, Loyalty and Disclosure.

Integrity

  • I will refer my clients only to individuals, necessary services or organizations qualified to serve the client’s needs and requests. I shall not endorse nor represent any individual not qualified or incapable of serving such needs.
  • I will not engage in any form of misleading promotional activity or false advertising and will accurately represent my available services to clients and will avoid business practices which may pose a conflict of interest.
  • I shall not encourage or support any breech of professional conduct or violation of this Code among my peers.
  • I shall demonstrate, on a personal and professional level, respect for other CRTS and other professionals. I will apply fairness and integrity to my competitive business practices and refrain from denigrating other professions generally or other professionals specifically, whether they are engaged in like or dissimilar fields of endeavour.
  • I will not discount fees for the sole purpose of competing with another CRTS nor interfere with their existing client relationships.
  • I shall not knowingly cause injury to the reputation of another CRTS.

Confidentiality

  • I will not divulge confidential information shared by my clients or business associates, with the exception of those instanc4es where I believe there to be health or welfare at risk.
  • I will not represent confidential information, including unauthorized CRTS training materials, as my own in order to benefit me or my business.
  • I will not make available or sell information intended for CRTS member use to another individual or entity, including mailing lists and electronic information.
  • I will not use photographs and marketing materials without the express written consent of my clients, MoveSeniors.com or the individual or entity owning the rights to the materials.
  • I shall not use the CRTS designation and/or marks in any media or for any purpose whatsoever either orally or in writing should my designation be revoked or if I chose not to meet professional requirements.

For more information, call (416) 252-9010 or e-mail to info@boomeroptions.ca
As accredited providers of services to seniors and their families, we proudly support our Client Bill of Rights.