The Texas A&M AgriLife Extension Service and OneOp will host the webinar, “Applying Ethical Standards in Financial Counseling,” on March 26 from 10 a.m. to noon.  

a finger pointing to a line on a spreadsheet
A March 26 webinar will examine the ethical standards in financial counseling. (Hannah Harrison/Texas A&M AgriLife)

There is no cost to attend, but participants are required to register at tx.ag/ApplyingEthicalStandards. Once registered, an email will be sent with connection information. 

About the webinar 

The webinar is designed for financial counselors, educators and military family service providers. This session examines the Military Standards of Ethical Conduct, the Association for Financial Counseling and Planning Education, AFCPE, code of ethics, financial disclosure requirements and federal gifting guidelines.  

Event speakers include Bruce Ross, Ph.D., associate professor in the Family Sciences Department for the College of Agriculture, Food and Environment at the University of Kentucky, and Caleb Burrell, a licensed marriage and family therapist, Stanislaus County, California. 

Learning objectives 

The webinar will provide an in-depth examination of ethical standards in financial counseling, highlighting strategies for navigating ethical dilemmas in military and civilian contexts. 

Following the webinar, participants will be able to: 

  • Define key ethical principles outlined in the Military Standards of Ethical Conduct and the AFCPE code of ethics. 
  • Differentiate between ethical requirements related to financial disclosures, conflicts of interest and federal gifting guidelines. 
  • Analyze ethical dilemmas through case studies within military contexts. 
  • Apply ethical decision-making frameworks to enhance your work. 

Continuing education credits available 

Two continuing education credits are available in each of the following areas: 

  • Accredited financial counselors, Association for Financial Counseling and Planning Education 
  • Certified personal finance counselors, Center for Financial Certifications 

OneOp certificates of attendance are available for those interested in additional documentation of professional development activities. 

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