Ethics course:  Trust and Behavioral Finance - Ethical Habits to Reinforce Trust
June 22, 2023

Registration

On Thursday, June 22nd we will hold an in-person Ethics course:  Trust and Behavioral Finance - Ethical Habits to Reinforce Trust worth 3 Ethics credits.

Many of our members and friends of the Chapter are required to have ongoing Ethics training in order to meet their Continuing Education licensing requirements. We're happy to announce that our Chapter is sponsoring this half-day event to help you fulfill these requirements in one sitting.

Our long-time Chapter member and former President, Rick Storms, will lead this session. As you may know, Rick is a seasoned presenter for both our Chapter events and at the annual ISCEBS Symposiums. In fact, his material on Ethics was so well-received at past Symposiums that Rick conducted these sessions for three consecutive years pre-pandemic. Rick makes these sessions both educational and enjoyable.

Our topics and takeaways from the morning will include:

• Definitions of Ethics and Trust - Why Ethics Matter
  • Facing complicated ethical issues every day
  • Regulatory requirements
  • DOL's scope of fiduciary liability
  • "It's good for business"
• Research on Ethics and Trust
  • Results of multiple studies
  • How organizations can improve
  • Ethical companies have positive business results at multiple levels
• Behavioral Finance Perspective
  • What is it?
  • Subscription bias, choice overload, loss aversion and confirmation bias
  • Examples from retirement planning, health insurance and wellness
• Small Group Discussions
  • Sample situations - quizzes and case studies
• What Ethical Habits Can We Embrace as Industry Professionals?
  • Ethics can be taught, developed, and used to build trust
  • Importance of a Code of Conduct
  • Managing Ethical Dilemmas and Best Practices
    

The Chapter has applied for approval for 3 Continuing Education Ethics Credits. Feel free to invite colleagues that need their Ethics Continuing Education credits even if they do not regularly attend CEBS events.

Date:
June 22, 2023 (Thursday)

Schedule:
12:45 - 1:00 PM Check-in and Snacks, Coffee
1:00 - 2:30 PM - Educational Session #1
2:30 - 2:45 PM - Bread
2:45 - 4:15 PM - Educational Session #2

Location:
Christensen Group offices
9855 W 78th St #100
Eden Prairie, MN 55344
​
Fee:
TCISCEBS Chapter Members - $75
Non-Members - $100

Registration:
Click here to register.

Questions?
Contact the chapter

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​Approval pending for 3 hours of Continuing Education credit with the State of Minnesota.

​This course qualifies for three (3) CEBS Compliance credits.
Visit www.cebs.org/compliance for more information.