Ethics, Confidentiality and Professional Boundaries · Lesson 1

Represent people and opportunities accurately

Course overview · 4 min reading + 12 min practice, estimated

Principles and method

Be clear about who you represent, what authority you have and what the other party has agreed. Do not imply a candidate has authorised submission when they have not, or advertise a role you do not actually hold as a live mandate. Check material claims before sharing them and correct errors promptly. Commercial pressure does not justify inventing competing offers, candidate availability or client relationships. A professional process makes representation visible in records so colleagues cannot accidentally act beyond the agreed scope.

Worked example

A recruiter knows a strong candidate but has not discussed a particular client. They seek the appropriate agreement before presenting the person rather than sending an identifiable CV to create a speculative opportunity.

Put it into practice

Write a representation checklist for candidate submission and client outreach.

Use fictional information and keep your work in your own notes.

Compare your approach: self-review guidance

Include identity, scope, current interest, permission and factual accuracy. Separate a general market conversation from authority to submit for a specific opportunity.

Download the course workbook

Sources and further reading

Original Academy teaching and fictional examples. These references provide context, not endorsement. Edition 2026.09; updated 2026-09-24.

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