All courses meet Certifed Retirement Counselor (CRC®), American College designations and RICP, College for Financial Planning CRPC, Investments and Wealth Institute RMA, ASPPA, and CFP® continuing education requirements, which means courses are also accepted by most other retirement-related designations.
Bi-monthly live CFP ethics CE webinars can be purchased separately. CFP CE webinars and rebroadcasts can be purchased to view on-demand, or save on CE by purchasing a 90-day or annual subscription.
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InFRE Ethics I – Diane Savage
January 1, 2013
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 InFRE’s Ethics I course is the presentation of “ethical tests” to 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. This session meets InFRE’s requirement of two hours of ethics continuing education every two years.
The course is presented by Diane C. Savage, CFP®, CRC®, Founder and President of Goodlife.
2 hrs CRC® Continuing Education Credit Reporting – After passing exam, reporting to InFRE for CRC® CE credit is free.