Dr. Michael Gutter and financial practitioner Jerry Buchko are presently a highly-anticipated webinar on ethical issues for financial professionals on Tuesday, August 2. Register now for Personal Finance Professional Ethics & Standards of Practice – A Professional Dialogue.
This webinar training will be offered and conducted as a facilitated professional discussion and participation in the discussion will be encouraged. Participants will be expected to review the professional ethics and standards of practice for their respective certification bodies ahead of the discussion session. A high level introduction to the subject of ethics will be offered as a primer for understanding the basics of ethics (for those who may not have had any previous formal education or training in ethics) and this will, along with the pre-session readings, help to serve as a framework for approaching the discussion of case studies. A number of brief case studies will be presented, and participants will be given an opportunity to respond in text to questions posed about each case study, including how they might respond in these situations. We will then consider and discuss the case study scenario and our various responses.
This webinar is approved for 1.5 CEUs for AFC-credentialed and CPFC-credentialed participants.
From our evaluation surveys, we know many of you have been requesting a session on ethics we anticipate a highly engaged audience for this webinar. Join us on Aug. 2 for this great session.