Building Trust for Better Client Outcomes 1 Credit
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It’s hard to quantify exactly how important trust is for a business. For business owners, a lack of trust is your biggest expense. It may take years for a manager or an executive to develop the trust of his or her employees, but only moments to lose. Without trust, transactions cannot occur, influence is destroyed, leaders can lose teams and salespeople can lose sales. The list goes on. Trust and relationships, much more than money, are the currency of business.
This CPD webinar will discuss the distinction between trust and trustworthiness within a business context and apply the concepts to the development of a differentiated value proposition and related communications strategy.
This online course is provided by Rod Burylo, an international author and educator specializing in professional and organizational ethics for the financial services and accounting industries. It is designed to fulfill continuing professional education related to ethics and professional responsibility.
Rod will guide the practical application of the concepts for front-line service providers, management, and organizational leadership. He will establish the business case for trustworthiness as both a professional obligation and a foundation for longer-term success - benefiting the client, the practitioner, the organization, and the industry at large.
Major topics included:
| License details | Credits | Status |
|---|---|---|
| Professional and ethical behavior for CPA in Canada | 1 CPD | Eligible |
| Business Ethics for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Professional Responsibility for Certified Financial Planner - Canada (Approval No. 13000) (Valid upto : Mar 13, 2025) | 1 CE | Approved |
| Business Ethics for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Professional Responsibility for Qualified Associate Financial Planner (QAFP) (Approval No. 13000) (Valid upto : Mar 13, 2025) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Professional and ethical behavior for CPA in Canada | 1 CPD | Eligible |
| Business Ethics for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Professional Responsibility for Certified Financial Planner - Canada (Approval No. 13000) (Valid upto : Mar 13, 2025) | 1 CE | Approved |
| Business Ethics for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Professional Responsibility for Qualified Associate Financial Planner (QAFP) (Approval No. 13000) (Valid upto : Mar 13, 2025) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Professional and ethical behavior for CPA in Canada | 1 CPD | Eligible |
| Business Ethics for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Professional Responsibility for Certified Financial Planner - Canada (Approval No. 13000) (Valid upto : Mar 13, 2025) | 1 CE | Approved |
| Business Ethics for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Professional Responsibility for Qualified Associate Financial Planner (QAFP) (Approval No. 13000) (Valid upto : Mar 13, 2025) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Professional and ethical behavior for CPA in Canada | 1 CPD | Eligible |
| Business Ethics for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Business Ethics for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
Rod Burylo, CIM, FCSI, is Board Advisor and Manager, Capital Markets for Pinnacle Accounting and Finance. He has worked throughout the financial services for a wide variety of companies in roles that include CCO, CFO and Director. For over 30 years, Rod has been designing and delivering continuing education as a writer and speaker on the topic of business ethics and professional responsibility for several designation and registration categories, including CPA, CFP, PBA and IIROC. He is a 2004 Canadian Advisor of the Year Award winner, 2019 Champion of Financial Literacy Award Finalist, and author of three books, including The Wealthy Buddhist (2019). Rod also consults to boards and leadership teams on topics that include governance, communications strategy, and regulatory compliance. He has served on the board of public and private companies, as well as professional associations and not for profits, including the National Exempt Market Association, Foundation for the Advancement of Entrepreneurship, and the Public Business Accountants Society.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
ES
Rod is very knowledgeable and experienced with this topic. I really appreciated his ability to break out the two types of trust and how it relates to communicating to your target audience. We’ll done Rod ?
AH
Rod is a pro and displays a clear and important distinction between trust and trustworthiness.
Jan 17, 02:30 PM ET
Jan 20, 04:00 PM ET
Jan 21, 11:00 AM ET
Jan 22, 10:00 AM ET
Jan 23, 10:00 AM ET
Jan 23, 11:30 AM ET
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