Webcast Recording: Ethics and Professional Responsibility

Presented by:Ilene H. Ferenczy, J.D., CPC, APA, Managing Partner of Ferenczy Benefits Law Center

Original presentation date: Tuesday, December 11, 2018

Duration:100 minutes

CPE credits:2 NIPA CPE credits and 2 ERPA CPE credits

This session is intended to provide practitioners with the tools needed to recognize, evaluate, and reasonably solve ethical conundrums. The first portion of the session is a succinct discussion of the Circular 230 ethical rules that generally apply to practitioners in the retirement plan area, as well as ethical obligations imposed by other organizations (such as NIPA or the American Bar Association) and by the practitioner's own moral code. The second portion of the session is a series of skits, providing the participants with opportunities to hear various hypothetical ethical scenarios, and then contemplate possible acceptable solutions.

At the end of the webcast recording, you will need to take and pass a 10-question True/False quiz in order to earn CPE credits. You will receive a Certification of Completion through your profile in NIPA's Learning Center.

If you would like ERPA credits for completing this course, please contact NIPA HQ via nipa@nipa.org with your PTIN and a copy of your Certification of Completion.