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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. 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

AFC-credentialed participants can earn 1.5 CEUs. More information about this process is available here.  This webinar is approved for 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC).

Speaker

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 the eXtension Military Families Learning Network (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 MFLN Personal Finance team. He regularly tweets on personal finance topics under @jerrybuchko on Twitter.

The Cover image Ethics by Mark Morgan for this webinar is licensed Creative Commons CC BY 2.0.

Created by Molly Herndon

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