Reminder "A Matter Of Trust - Ethics and Responsibility Of CFP Professionals" Webinar is Taking Place on June 25, 2020
Submitted by Victoria on June 17, 2020 - 11:44am
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PDF version A Matter Of Trust Ethics and Responsibility Of CFP Professionals Join us on Thursday, June 25 at 1:00 pm PST for our Webinar featuring Rod Burylo. This session will focus on what it means to be trustworthy and how to establish trust with the market, with a focus on professional responsibility and honesty in marketing. This webinar is complimentary for both Members and Non-members. Please help us give back further to our communities, with a donation to your local Food Bank.
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Register by June 23, 2020 Available spots are limited and will be on a first-come, first-served basis. - Registration is required for CE credits.
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Rod Burylo Your presenter, Rod Burylo has been providing education for professionals as a writer, speaker and teacher for over 30 years. He specialized in applied ethics and jurisprudence at University of Calgary, including post-graduate-level research in bio-medical ethics, before entering the financial services industry. He has worked for a wide variety of companies, including Royal Bank, Investors Group, and Pinnacle Wealth Brokers, in roles that have included Associate Regional Director, Vice President of Business Development, and Chief Compliance Officer. Along the way, he earned CFP, CIM, and FCSI designations, and is currently an Associate Portfolio Manager and Manager of ESG Integration for Croft Financial Group. Rod volunteers as Director of Foundation for the Advancement of Entrepreneurship, and of Public Business Accountants Society of Alberta. He has written 3 books, is a Canadian Advisor of the Year Award winner, and is a 2019 IFSE Institute Award for Financial Literacy Champion Finalist. |
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