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Personal Finance Professional Ethics & Standards of Practice – A Professional Dialogue
Tue August 2, 2016: 11:00 am-12:30 pm EDT
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This webinar training will be offered and conducted as a facilitated professional discussion and participation in the discussion will be encouraged. 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 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.
CEUs
CEU approval for OneOp Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.
Speaker Information
Dr. Michael Gutter is an Associate Professor, Interim FCS Program Leader, and Financial Management State Specialist for the Department of Family, Youth, and Community Sciences, in the Institute for Food and Agricultural Sciences at the University of Florida. His BS is in Family Financial Management and his PhD is in Family Resource Management from The Ohio State University with a specialization in Finance. He regularly tweets on personal finance topics under @mikegutter on Twitter.
Jerry Buchko, MA, AFC®, is a Counselor, Coach, & Tutor of Personal Finance who is pursuing a private practice serving clients using video conferencing and other online collaboration spaces. Prior to entering private practice, he worked for almost 14 years in the employee assistance field, providing financial counseling to clients from a diverse range of life circumstances and experiences, including military Service Members and their families. Jerry has a B.A. in psychology, an M.A. in counseling psychology, and is an Accredited Financial Counselor (AFC®). He is an active member within OneOp (MFLN), the Network Literacy Community of Practice, and Educational Technology Learning Network. Jerry currently serves as a member of the Board of Directors for the Association for Financial Counseling and Planning Education (AFCPE), and also currently serves as a Practitioner Consultant with the OneOp Personal Finance team. He regularly tweets on personal finance topics under @jerrybuchko on Twitter.
Presenters
Michael Gutter
Jerry Buchko
Evaluation
Personal Finance Professional Ethics & Standards of Practice – A Professional Dialogue – Evaluation
Event Materials
Presentation slides (Slideshare)
