Ethics in Action: Applying Ethical Standards in Financial Counseling

March 26 @ 11:00 am - 1:00 pm EDT

Free

About This Webinar

Ethical practice is essential to effective financial counseling education. Designed for financial counselors, educators, and military family service providers, this session examines the Military Standards of Ethical Conduct, the AFCPE Code of Ethics, financial disclosure requirements, and federal gifting guidelines. In this 2-hour webinar, Dr. Bruce Ross, AFC®, CFT™, and Mr. Caleb Burrell, MA, LMFT, will guide participants through discussion and real-world case scenarios, highlighting strategies for navigating ethical dilemmas.

Learning Objectives:

Define key ethical principles outlined in the Military Standards of Ethical Conduct and the AFCPE Code of Ethics.
Differentiate between ethical requirements related to financial disclosures, conflicts of interest, and federal gifting guidelines.
Analyze ethical dilemmas through case studies within military contexts.
Apply ethical decision-making frameworks to enhance your work.

Presenters

Dr. Bruce Ross, Ph.D., AFC®, CFT-I™

Dr. Bruce Ross is an Associate Professor in the Family Sciences Department for the College of Agriculture, Food and Environment and the School of Human and Environmental Sciences at the University of Kentucky. He also serves as the Program Director for the Family Financial Counseling (FFC) undergraduate major program and the Program Director for the Family Financial Therapy (FFT) graduate certificate program. Dr. Ross serves on the Board for the Financial Therapy Association (FTA) and the Editorial Board of the Journal of Financial Therapy and the Journal of Personal Finance.

Caleb Burrell, MA, LMFT

Caleb Burrell has served as a Licensed Marriage and Family Therapist since 2018. He specializes in trauma and couples work in his private practice, as well as mediates in Stanislaus County, CA. He currently attends the University of Kentucky, where he is pursuing his doctoral degree in family science with an emphasis on finance. He holds a master’s degree in counseling from Santa Clara University in California.

Continuing Education (CE) Credit

Accredited Financial Counselors (AFC): This webinar is approved for 2.0 Ethics continuing education (CE) units by the Association for Financial Counseling & Planning Education (AFCPE). Note: Eligibility for CE credit will close 3/26/2029.
Certified Personal Finance Counselors (CPFC): This webinar is approved for 2.0 Ethics continuing education (CE) units from The Center for Financial Certifications (FinCert.org). Note: Eligibility for CE credit will close 3/26/2029.
OneOp Certificates of Attendance are available for those interested in additional documentation of professional development activities.

Event Materials

Webinar slides and resources will be added the day prior to the live session.

Photo Credit: AI generated

Details

Date: March 26
Time:
11:00 am - 1:00 pm EDT
Cost: Free
Event Category: Community Engagement
Event Tags:webinar

How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at contact@oneop.org if you have any questions or need technical support.

If you are unable to join the webinar via Zoom, please view the live-streamed webinar at https://www.youtube.com/c/OneOp/live.

More Info

Format: Upcoming Webinars
Continuing Education Credits Available: AFCPE
FINCERT
Webinar Zoom URL: https://auburn.zoom.us/j/85387841514
Webinar ID: 8538 7841 514
Dial in numbers: US: +1 646 876 9923 or +1 669 900 6833
International numbers: International numbers available: https://auburn.zoom.us/u/kqtp5RZgD
Custom Email Text: This webinar is recorded and will be available for on-demand viewing on the event page within two business days of the live event.

Would you like to attend this FREE webinar?

230 Going

RSVP Here