InFRE Ethics I Elearning Course
2 hours of CRC CE
This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.

Price: $29.00

 
Course Description:
A key feature of this 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 requirement of two hours of ethics continuing education every two years.

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:
Elearning video with instructor Diane Savage

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