This PDF course covers a discussion of ethical behavior, introduces the InFRE Code of Ethics, and presents some case studies for discussion.
$35.00
This course does not intend to cover every aspect of business ethics, but it is designed to assist CRC certificants in updating their ability to assess ethical situations in regard to the InFRE Code of Ethics.
Some may wonder why an ethics course is required every two years. After all, we read and signed the Code of Ethics when we received our designation. However, this is the very reason we must keep abreast of behavior that could result in sanctions by the InFRE governing body. Most of us are not going to intentionally mislead or misdirect any of our clients, employees or members, but sometimes, because we are dealing with not only someones money, but also their feelings about family, retirement, home, work etc., we can find ourselves in difficult or troubling situations. Technicalities of the plan are important, but remember, retirement planning touches the emotional lives of participants as well! Increasingly, employers are using benefits to attract and retain employees. Constant regulatory changes in the field require a team of regulatory specialists to keep us informed.
Your reason for studying ethics today is to learn the principles and rules of conduct expected from the InFRE Board of Governors. With the certification of CRC comes the responsibility to adhere to the InFRE Code of Ethics. Be assured that by abiding to the Code you will be assuring public confidence in the integrity and professionalism of your certification.
Specifications:
PDF Download with single print option with single print option.
This PDF course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.
$35.00
This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting. A key feature of this course is the presentation of thical teststo use in different situations. The course also addresses the role of managers in creating an ethical environment in the workplace. The InFRE Code of Ethics is presented, with several scenarios to illustrate and apply the eight principles. The course concludes with four case studies which form the basis of the open book examination questions.
InFRE certificants must meet a 2-hour ethics continuing education requirement every two years.
Specifications:
PDF Download with single print option with single print option.
This online recorded course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.
$29.00
Your presenter for this session will be Diane Savage, CFP, CRC who consults with both individuals and organizations interested in planning for the ”new retirement.” Her combination of experience in education, financial services, and counseling creates a unique perspective on topics such as the psychological/social issues of retirement; financial goal setting; retirement/pre-retirement planning; financial decision-making skills; financial issues for eldercare; money decisions for women; and owning your role in retirement. Her experience includes serving as a senior consultant and resource for national retirement education at Watson Wyatt, as well as a project manager for a Successful Aging grant from The Cleveland Foundation.
Diane holds a master degree in Student Development in Higher Education from Case Western Reserve University and a B.A. in Secondary Education, English and Business from Ursuline College (Cleveland). She is a member of The Profit Sharing (401k) Council/Communications and Education Committee; Financial Planners Association; American Society on Aging; Academy of Financial Services; Association for Financial Counseling, Planning and Education.
Specifications:
This online advanced ethics course provides practical examples that help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma.
$29.00
Knowing the ethical thing to do and actually doing it can be very difficult. This advanced ethics course provides practical examples that help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma. A brief review of the InFRE Code of Ethics will be followed by examples, case studies and discussion to explore the practical side of ethical decision making. This course fulfills the continuing education requirement for renewing the Certified Retirement Counselor and Certified Retirement Administrators certifications.
Your presenter for this session will be Mary Willet, CRA, CRC, Willett Consulting. Mary is an independent benefit plan consultant in Oregon, Wisconsin with more than twenty years experience in the field of public employee retirement benefits. Mary is an expert in public sector retirement plans, specializing in Section 457 deferred compensation plans, 403(b) tax sheltered annuity programs and 401(a) qualified pension plans. She currently works with government employers, industry members and other consultants on projects pertaining to public sector retirement programs. Mary specializes in helping state and local government employers understand their fiduciary responsibilities to their benefit programs and in evaluating their retirement plan compliance with federal laws and regulations.
Before starting her consulting business in 2002, Mary was Director of the Office of Supplemental Retirement Plans and Federal Compliance for the State of Wisconsin Retirement System. Her responsibilities in this position included the management of the Wisconsin Deferred Compensation Plan, an unbundled Section 457 plan with over $2 billion in assets and more than 45,000 participants, and federal compliance oversight for the qualified pension system and supplemental benefit programs.