The Counselor’s Compass: Navigating Ethical Dilemmas in Financial Counseling

April 9 @ 12:00 pm - 2:00 pm EDT
$50Financial counselors don’t face abstract ethical puzzles, they face real people, real money, and real pressure. Presented by the Zeiders team, this session takes AFCPE’s Standards of Practice out of the policy manual and puts them into the reality of counseling work. Through discussion and applied examples, participants will sharpen their ethical decision-making, test their judgment against peers, and walk away with practical tools to apply the Standards of Practice in gray-area situations.
Time: Noon ET -2pm ET (2 hour webinar, will NOT be recorded)
Presenters: Dedrick Curtis, AFC®️, ChFC®️, CFP®️, Heidi Clemons, AFC®️, MQFP®️, Annette Harris, AFC®️
Note: This is a live, 2-hour webinar worth 2 ethics CEUs and will not be recorded, as participant discussion and shared experiences are a key part of the session. To receive ethics credit, participants must enter by 12:10 PM and attend the full webinar. Please ensure a stable internet connection, as we are unable to accommodate disconnections or technical issues.
Free for AFCPE® Members and $50 for non members