CFP^® Eligible; CIMA^®, CPWA^®, CIMC^®, and RMA℠ Pending

Duration: 1 hour and 30 minutes

This is a required session for Year 1.  Dates offered are below.

Option 1: Tuesday, February 9^th at 3:00pm ET

Option 2: Monday, March 15^th at 9:00am ET

This session will be interactive with group discussion and Q&A.

Course Description

Everyone agrees that people, firms, and the financial industry in general needs good ethics. But this only prompts the question. What does it mean to be ethical? Unfortunately, most of the answers we hear on this question are talking about something else. In this session, Professor Peter Conti-Brown takes participants on a tour of unlearning by showing how ethical decision-making differs from marketing, law, compliance, and morality. Instead, ethical decision-making is about values and business strategy, not peripheral to the day-to-day of business, but central to it. Using examples from the financial services and other industries, including during the Covid-19 pandemic, Conti-Brown challenges participants to think hard about the ongoing challenge not only to identify unethical behavior but the more difficult task of building ethical individuals, teams, and firms.