Social Media & Ethics

Join us for this timely event on Thursday, March 10, 2022, from 9:00 A.M. to 12:00 P.M. (Pacific Time) as Rod Burylo, CIM, FSCI will lead us through Social Media & Ethics.

Advocis Greater Vancouver is pleased to host this event, inviting its regional chapter peers (Vancouver Island, Thompson Okanagan and Kootenay). Members and non-members across the region and the country are welcome to attend.

As a benefit of membership, you are entitled to attend this webinar for FREE ($45 + GST for Non-Members):

• Use your Advocis Membership ID to trigger the Member ticket in Eventbrite

Register Early:
Available spots are limited and will be on a first-come, first-served basis. 

• Registration closes on March 8, 2022, at 11:30 P.M. (EST)
• This event is approved for 2 Ethics credits and 1 Professional Responsibility credit with FP Canada.

Learning Objective:

In this course, Rod Burylo takes financial advisors and planners through the complex world of ethics and social media. He dives into the importance of ethics, the difference between ability trust and integrity trust, and reviews some of the problems that financial advisors and planners can face with social media. Rod underscores the importance of a clear and developed communications strategy, and helps financial advisors and planners develop their own.He also explores the legal guidelines around social media communication.

Through real-world scenarios and case studies he interprets the Advocis Code of Conduct and FP Canada Standards of Professional Responsibility and how financial advisors and planners can act in accordance with these guides. The program finishes with many best practices for a financial advisor’s social media communication.

Presenter:

Rod Burylo, CIM, FSCI

l specialize in topics related to professional ethics, compliance and governance for public and private companies, as well as not-for-profit organizations, including Origin Wealth, Axcess Capital Advisors, Pinnacle Accounting, Public Business Accountants Society, and The Foundation for the Advancement of Entrepreneurship.

I have worked throughout the financial services industry for a very wide range of organizations including Royal Bank, Investors Group, and a number of specialized investment and planning organizations, in roles that include Chief Compliance Officer, Board Director, Vice President of Sales, and Director of Marketing.

As an Advisor of the Year Award Winner and 2019 Champion of Financial Literacy Award Finalist, international speaker and business author, I contribute enthusiastically to public education and professional development. My own educational achievements include an undergraduate focus on ethics and law, postgraduate studies in applied ethics, and earning CFP, CIM, and FCSI designations.

Questions:

Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Vancouver chapter at info@advocisvancouver.ca.