Addressing Conflict of Interest in Financial and Retirement Planning 1 Credit
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Are you a financial planner or professional in the financial services industry? Join our upcoming webinar titled "Addressing Conflict of Interest in Financial and Retirement Planning." In the ever-evolving world of financial and retirement planning, safeguarding your clients' best interests is a top priority. However, the financial industry is no stranger to potential conflicts of interest. Balancing the responsibilities of providing sound advice and navigating these conflicts is both challenging and ethically essential for financial planners.
This interactive course is tailored for financial professionals in Canada and beyond. Our expert speaker Ilene Slatko will delve into the complexities of identifying, managing, and mitigating conflicts of interest, ensuring your clients' financial well-being remains at the forefront. We'll cover critical topics, including understanding conflict of interest, recognizing common scenarios, ethical considerations, regulatory frameworks, and best practices for conflict management. Real-life case studies and examples will be discussed to provide practical insights.
Key Topics Covered:
This CPD webinar is designed to equip you with the knowledge and strategies needed to address conflicts of interest effectively, uphold the highest ethical standards, and enhance your ability to offer unbiased and client-centric financial and retirement advice. Don't miss this opportunity to gain a comprehensive understanding of conflict of interest in financial planning and elevate your professional expertise.
| License details | Credits | Status |
|---|---|---|
| Professional and ethical behavior for CPA in Canada | 1 CPD | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332194) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Ethics and Compliance for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Business Ethics for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Business Ethics for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 15332) (Valid upto : Apr 23, 2026) | 1 CE | Approved |
| Ethics and Compliance for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15332) (Valid upto : Apr 23, 2026) | 1 CE | Approved |
| Ethics and Compliance for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Professional and ethical behavior for CPA in Canada | 1 CPD | Eligible |
| Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332194) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Ethics and Compliance for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Business Ethics for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Business Ethics for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Ethics and Compliance for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Ethics and Compliance for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
What is Self Study (QAS)?
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.
How do I earn CPE credits through self-study?
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.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
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.
How can I access my course completion certificates?
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.
How are credits reported to governing bodies?
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.
What is a Live Webinar Group Internet-Based Credit?
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.
How do I earn credits through live webinars?
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.
Are the live webinars approved by NASBA and other regulatory bodies?
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.
What are the requirements to maintain compliance with live webinar courses?
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.
How can I access my webinar completion certificates?
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.
How are credits reported to governing bodies?
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.
DV
Excellent presenter and appreciated the content.
CD
Excellent instructor, great experience.
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