Learn how trust, ethics, and values shape professional behavior and client relationships.
In this course, Rod introduces students to essential concepts in professional ethics, emphasizing trustworthiness, communication, and the evolving role of technology. With a focus on practical application, students will explore the foundations of ethical behavior in business and client interactions.
Key topics include the distinction between ability trust and integrity trust, the influence of personal and professional values, and how these elements shape ethical decision-making. Students will leave with a clearer understanding of how to build trust and act ethically in a modern, tech-driven business environment.
International speaker, Educator, and Author specializing in the topic of professional ethics.
Rod Burylo, CIM, FCSI is an international speaker, educator, and author specializing in the topic of professional ethics. He has worked throughout the financial services and accounting industries for over 30 years, in a wide range of roles, including Chief Compliance Officer. Rod is a Canadian Advisor of the Year Award winner, a Finalist for the 2019 Canadian Financial Literacy Champion Award, a long-time media source and contributor, and author of three books - including his most recent: The Wealthy Buddhist.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
