Code of Conduct

Certified Management Consultant is an internationally-recognized designation of which the Leadership Intelligence Community is proud and around which our professional network is built. The CMC’s Uniform Code of Conduct is intended to protect the public, the profession, and other CMC members. We take our responsibilities very seriously and act in a manner that is consistent with the CMC’s code of ethics as well as our own.

Clients of Leadership Intelligence are assured that consultants will remain current with best practices, exercise due care, accept only those projects about which they are knowledgeable, hold confidentiality sacred, and conduct themselves with the utmost objectivity and professionalism. CMC is more than a label, more than an acronym to us. It is a promise to each of our clients that their best interests are met and that they are in capable, knowledgeable, and committed hands.

Learn more about CMC-Canada here.

Leadership Intelligence members strictly adhere to the following codes of conduct:

Certified Management Consultant Uniform Code of Professional Conduct

As a Certified Management Consultant (CMC), one is bound by the Code of Professional Conduct of the Canadian Association of Management Consultants (CMC-Canada) and the relevant regional or provincial Institute of Certified Management Consultants.

The Code was designed to protect the public, the profession, other members, and the client.

Purpose

The purpose of this Code is to identify those professional obligations that serve to protect the public in general, and the client in particular. The Code is also designed to identify clearly the expectations of members with respect to other members and the profession.

Definitions

“Council” is the Council or Board of any provincial or regional institute of Certified Management Consultants affiliated with the Canadian Association of Management Consultants (CMC-Canada).

“Member” is any individual registered and in good standing with a provincial or regional Institute of Certified Management Consultants in Canada.

Responsibilities to the Public


Legal: A member shall act in accordance with the applicable legislation and laws.

Representation: A member shall make representation on behalf of provincial, regional, or national institute members only when authorized.

Public Protection: A member shall be liable for suspension or expulsion from membership where that member has behaved in a manner unbecoming to the profession, as judged by Council.

Responsibilities to the Profession

Knowledge: A member shall keep informed of the applicable Code of Professional Conduct and the profession’s Common Body of Knowledge.

A member shall strive to keep current with developments in any area of the profession where specific expertise is claimed.

Self-Discipline: A member shall recognize that the self disciplinary nature of the profession is a privilege and that the member has a responsibility to merit retention of this privilege. Therefore, a member shall report to Council unbecoming professional conduct by another member.

Responsibilities For Others: A member shall ensure that other management consultants carrying out work on the member’s behalf are conversant with, and abide by, the applicable Code of Professional Conduct.

Image: A member shall behave in a manner that maintains the good reputation of the profession and its ability to serve the public interest.

A member shall avoid activities that adversely affect the quality of that member’s professional advice.

A member may not carry on business that clearly detracts from the member’s professional status.

Responsibilities to Other Members


Review of A Member’s Work: A member who has been requested to review critically the work of another member shall inform that member before undertaking the work.

Responsibilities to the Client

Due Care: A member shall act in the best interest of the client, providing professional services with integrity, objectivity, and independence.

A member shall not encourage unrealistic client expectations.

Business Development: A member shall not adopt any method of obtaining business that detracts from the professional image of the Institute or its members.

Competence: A member shall accept only those assignments that the member has the knowledge and skill to perform.

Informed Client: A member shall, before accepting an assignment, reach a mutual understanding with the client as to the assignment objectives, scope, workplan, and costs.

Fee Arrangement: A member shall establish fee arrangements with a client in advance of any substantive work and shall inform all relevant parties when such arrangements may impair or may be seen to impair the objectivity or independence of the member.

A member shall not enter into fee arrangements which have the potential to compromise the member’s integrity or the quality of services rendered.

Conflict: A member shall avoid acting simultaneously for two or more clients in potentially conflicting situations without informing all parties in advance and securing their agreement to the arrangement.

A member shall inform a client of any interest that may impair or may be seen to impair professional judgment.

A member shall not take advantage of a client relationship by encouraging, unless by way of an advertisement, an employee of that client to consider alternate employment without prior discussion with the client.

Confidentiality: A member shall treat all client information as confidential.

Objectivity: A member shall refrain from serving a client under terms or conditions that impair independence and a member shall reserve the right to withdraw from the assignment if such becomes the case.

Statements of Interpretation

At its October 1994 meeting, the Board of Directors of the Institute of Certified Management Consultants of Canada (CMC-Canada’s predecessor) formally approved these Statements of Interpretation for ratification and adoption by every Affiliate Institute. Further amendments were approved by the Board in October 1996. The Statements of Interpretation furnish guidelines to help members of CMC-Canada in general and CMCs in particular understand the requirements of the Code. The Statements elaborate on, and are more specific than, the related Section of the Code. They assist members in determining how to apply the Code to particular circumstances – and so to act knowledgeably in compliance with it.

International Coach Federation - Certified Coach Ethical Code of Conduct

Part One: Definition of Coaching

Section 1: Definitions

  • Coaching: Coaching is partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential.
  • A professional coaching relationship: A professional coaching relationship exists when coaching includes a business agreement or contract that defines the responsibilities of each party.
  • An ICF Professional Coach: An ICF Professional Coach also agrees to practice the ICF Professional Core Competencies and pledges accountability to the ICF Code of Ethics.

In order to clarify roles in the coaching relationship, it is often necessary to distinguish between the client and the sponsor. In most cases, the client and sponsor are the same person and therefore jointly referred to as the client. For purposes of identification, however, the International Coach Federation defines these roles as follows:

  • Client: The "client" is the person(s) being coached.
  • Sponsor: The "sponsor" is the entity (including its representatives) paying for and/or arranging for Leadership Solutions to be provided.

In all cases, coaching engagement contracts or agreements should clearly establish the rights, roles, and responsibilities for both the client and sponsor if they are not the same persons.

Part Two: The ICF Standards of Ethical Conduct

Preamble:ICF Professional Coaches aspire to conduct themselves in a manner that reflects positively upon the coaching profession; are respectful of different approaches to coaching; and recognize that they are also bound by applicable laws and regulations.

Section 1: Professional Conduct At Large

As a coach:

  • I will not knowingly make any public statement that is untrue or misleading about what I offer as a coach, or make false claims in any written documents relating to the coaching profession or my credentials or the ICF.
  • I will accurately identify my coaching qualifications, expertise, experience, certifications and ICF Credentials.
  • I will recognize and honor the efforts and contributions of others and not misrepresent them as my own. I understand that violating this standard may leave me subject to legal remedy by a third party.
  • I will, at all times, strive to recognize personal issues that may impair, conflict, or interfere with my coaching performance or my professional coaching relationships. Whenever the facts and circumstances necessitate, I will promptly seek professional assistance and determine the action to be taken, including whether it is appropriate to suspend or terminate my coaching relationship(s).
  • I will conduct myself in accordance with the ICF Code of Ethics in all coach training, coach mentoring, and coach supervisory activities.
  • I will conduct and report research with competence, honesty, and within recognized scientific standards and applicable subject guidelines. My research will be carried out with the necessary consent and approval of those involved, and with an approach that will protect participants from any potential harm. All research efforts will be performed in a manner that complies with all the applicable laws of the country in which the research is conducted.
  • I will maintain, store, and dispose of any records created during my coaching business in a manner that promotes confidentiality, security, and privacy, and complies with any applicable laws and agreements.
  • I will use ICF member contact information (e-mail addresses, telephone numbers, etc.) only in the manner and to the extent authorized by the ICF.
Section 2: Conflicts of Interest

As a coach:

  • I will seek to avoid conflicts of interest and potential conflicts of interest and openly disclose any such conflicts. I will offer to remove myself when such a conflict arises.
  • I will disclose to my client and his or her sponsor all anticipated compensation from third parties that I may pay or receive for referrals of that client.
  • I will only barter for services, goods or other non-monetary remuneration when it will not impair the coaching relationship.
  • I will not knowingly take any personal, professional, or monetary advantage or benefit of the coach-client relationship, except by a form of compensation as agreed in the agreement or contract.
Section 3: Professional Conduct with Clients

As a coach:

  • I will not knowingly mislead or make false claims about what my client or sponsor will receive from the coaching process or from me as the coach.
  • I will not give my prospective clients or sponsors information or advice I know or believe to be misleading or false.
  • I will have clear agreements or contracts with my clients and sponsor(s). I will honor all agreements or contracts made in the context of professional coaching relationships.
  • I will carefully explain and strive to ensure that, prior to or at the initial meeting, my coaching client and sponsor(s) understand the nature of coaching, the nature and limits of confidentiality, financial arrangements, and any other terms of the coaching agreement or contract.
  • I will be responsible for setting clear, appropriate, and culturally sensitive boundaries that govern any physical contact I may have with my clients or sponsors.
  • I will not become sexually intimate with any of my current clients or sponsors.
  • I will respect the client's right to terminate the coaching relationship at any point during the process, subject to the provisions of the agreement or contract. I will be alert to indications that the client is no longer benefiting from our coaching relationship.
  • I will encourage the client or sponsor to make a change if I believe the client or sponsor would be better served by another coach or by another resource.
  • I will suggest my client seek the services of other professionals when deemed necessary or appropriate.
Section 4: Confidentiality/Privacy

As a coach:

  • I will maintain the strictest levels of confidentiality with all client and sponsor information. I will have a clear agreement or contract before releasing information to another person, unless required by law or federal/provincial legislation.
  • I will have a clear agreement upon how coaching information will be exchanged among coach, client, and sponsor.

When acting as a trainer of student coaches, I will clarify confidentiality policies with the students.

  • I will have associated coaches and other persons whom I manage in service of my clients and their sponsors in a paid or volunteer capacity make clear agreements or contracts to adhere to the ICF Code of Ethics Part 2, Section 4: Confidentiality/Privacy standards and the entire ICF Code of Ethics to the extent applicable.
Part Three: The ICF Pledge of Ethics

As an ICF Professional Coach, I acknowledge and agree to honor my ethical and legal obligations to my coaching clients and sponsors, colleagues, and to the public at large. I pledge to comply with the ICF Code of Ethics, and to practice these standards with those whom I coach.

If I breach this Pledge of Ethics or any part of the ICF Code of Ethics, I agree that the ICF in its sole discretion may hold me accountable for so doing. I further agree that my accountability to the ICF for any breach may include sanctions, such as loss of my ICF membership and/or my ICF Credentials.

Canadian Society of Training and Development Member Code of Ethical Conduct

The CSTD Member Code of Ethical Conduct provides guidelines to CSTD members to be self-managed training and development professionals so that their clients (internal and external) and employers can expect CSTD members to follow the highest possible standards of personal integrity, professional competence, confidentiality, and discretion.

As a CSTD member, I will adhere to the following:

1. Responsibilities to our Learners

  • 1.1 I shall support and apply the principles of human rights, equity, dignity and respect, and in particular will not discriminate on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, age, record of offences (as defined in the appropriate jurisdictional Human Rights Code), marital status, family status, or disability.

  • 1.2 I shall keep informed about the profession of training and development, including the current version of the CSTD Member Code of Ethical Conduct and the profession's Common Body of Knowledge, as outlined in the Competencies for Training and Development Professionals©

  • 1.3 I shall commit to understanding my learners’ needs, providing a hospitable learning environment and presenting them with accurate information that will enable them to transfer their learning on the job.

  • 1.4 As far as reasonably possible, I shall accommodate my services for clients who are impaired because of disability.

2. Responsibilities to our Profession

  • 2.1 I shall act in the best interest of the profession.

  • 2.2 I shall be liable for suspension or expulsion from membership when I have behaved in a manner unbecoming to the profession.

  • 2.3 I shall strive to keep current with developments in any area of the profession where I claim specific expertise.

  • 2.4 When I have verifiable evidence that someone has breached the CSTD Member Code of Ethical Conduct, I will report it.

  • 2.5 I shall refrain from personal gain through improper use of CSTD and its resources.

  • 2.6 I shall act in accordance with the applicable legislation and laws.

  • 2.7 I shall observe all laws and restrictions of copyright.

  • 2.8 I shall acknowledge the authors of original material and concepts.

3. Responsibilities to other Members

  • 3.1 I shall behave in a manner that maintains the good reputation of the profession and its ability to serve the public interest.

  • 3.2 I will maintain personal and professional growth in the profession by engaging in activities that enhance credibility and value of the profession.

  • 3.3 I shall be liable for "discipline,” suspension "and/”or expulsion from membership when I have behaved in a manner unbecoming to the profession. In such circumstances, I shall reply promptly to any communication from CSTD.

4. Responsibilities as a Certified Member

  • 4.1 By successfully completing the CSTD certification, I have made a strong commitment to this profession as well as the commitments associated with certification.

  • 4.2 I shall keep my membership in good standing to maintain my certification.

5. Responsibilities to our Clients (Internal or External)

  • 5.1 I shall honour client privacy and not divulge any such information unless authorized by the client or required to do so by law.

  • 5.2 I shall provide high quality service aligned with the CSTD Member Code of Ethical Conduct and the profession's Common Body of Knowledge, as outlined in the Competencies for Training and Development Professionals©.

  • 5.3 I shall offer only services I am qualified and competent to deliver. I shall recognize any limitations I have in my ability to handle a matter and take steps to ensure the client is appropriately served.

  • 5.4 I shall act in the best interest of my client, providing professional services with integrity, objectivity, and independence. I shall not encourage unrealistic client expectations and provide honest assessments and evaluations when requested.

  • 5.5 I will not adopt any method of obtaining business that detracts from the professional image of the CSTD or its members.

  • 5.6 I shall, before accepting an assignment, reach a mutual understanding with the client as to the assignment objectives, scope, work plan, and, if relevant, costs.

  • 5.7 I shall avoid acting simultaneously for two or more clients in potentially conflicting situations without informing all parties in advance and securing their agreement to the arrangement.

  • 5.8 I shall inform a client of any interest that may impair or may be seen to impair my professional judgment.

  • 5.9 I shall refrain from serving a client under terms or conditions that violate any laws within my jurisdiction.