To raise the level of ethical behavior in the financial services industry. Learn more ยป

Member Benefits

Semiannual Retreat

As a Corporate Member of the Center for Ethics, you may send representatives to an exclusive semiannual Retreat presenting cutting edge topics. These Retreats are facilitated by the Center's staff, and involve candid and confidential exchanges with industry peers on current ethical issues. The Retreat not only provides an important opportunity for reflection and dialogue, but the final take-aways are concrete ideas for improving ethical performance within your organization.

Half Price Continuing Education

The Center offers Continuing Education on a wide variety of relevant ethical topics through various modes of delivery. These are not your traditional Continuing Education classes, but are designed to stimulate ethical reflection and decision making at every level of your organization. The Center for Ethics offers Continuing Education classes for CFP ethics credit, state insurance credit, and PACE credits. Membership enables you and your organization to fill CE requirements at half-price while receiving what we believe is the best in continuing education. Learn more about our CE offerings »

Customized Ethics Workshops

Your employees may receive a specialized presentation designed to be responsive to their concerns and aligned with your business culture. Many of these programs are eligible for Continuing Education credit, and all are available at reduced rates. This benefit is included for free at the Industry Fellow Member level.

Webinars and Webcasts

These interactive sessions will give you and your organization practical tools that can be used daily in order to build increased trust with clients. This is an excellent opportunity to reinforce your commitment to doing business in accordance with ethical principles.

Newsletter - Ethical Viewpoints

The Center provides a newsletter written by Center staff and distributed quarterly to its Members. The newsletter includes interviews, case studies, and columns regarding hot ethical topics in the industry. This newsletter is a helpful way to stay up to date on ethical issues.


Your organization will be recognized as a member in the Center for Ethics’ newsletter and on its website, as well as in The College's Annual Report. This is an excellent way to position your firm as a supporter of the mission of the Cary M. Maguire Center for Ethics in Financial Services.