Personal Finance Ethics Webinar

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.

Image by Mark Morgan
Image by Mark Morgan

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.

0 Replies to “Personal Finance Ethics Webinar”

  1. I attended the Ethics webinar last August 2nd. I successfully completed the post-webinar test. I did receive the e-mail from MFLN that I did qualify for the 1.5 CEUs. However, AFCPE is asking for the certificate of completion which I cannot access via the myriad of links that was provided by MFLN. Please advise. Thanks.

    1. Hi Danny –
      It is likely that your .mil email address is blocking the images in the email and displaying a link instead of the image. If you send me your personal email address (and use it on the CEU post tests going forward) I can send a copy of your certificate.
      Please email me at

  2. H i John –
    Sometimes certificates get caught in spam folders. I’ve just emailed you a copy of your certificate.

  3. I attended this webinar on 2 Aug and successfully completely the test following the webinar so I could receive 1.5 CEU’s. As of yet I have no received my Certificate of Completion so I can forward it to the AFCPE for credit.
    When will this be forwarded to me?

    1. Hi John –
      It was a pleasure to speak to you earlier this week. I put your certificate of completion in the mail Tuesday morning, so you may have already received it.
      Thanks for your interest in our professional development programming!
      – Molly

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