Trust in Financial Services

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This 1-hour session draws on “Trust in Financial Services”, the signature research initiative of the Maguire Center for Ethics in Financial Services. The Center’s 2022-2024 Maguire Fellows in Applied Ethics published a research paper and an academic publication, which utilized the Center’s trust dataset to explore the factors that contribute to the formation of consumer trust for 7 types of financial services providers. The session focuses on the Fellows’ trust research paper, leading into the Center’s Advanced Strategies for Building Trust, A Practice-Based Certificate Program for Financial Professionals, and the College’s study on retirement income literacy. This research lays the groundwork for us to highlight the connection between trust in financial services (or lack thereof) and retirement planning.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Identify and explain the psychological factors that influence consumer trust in different types of financial services providers, based on the research findings from the Maguire Center for Ethics in Financial Services.
• Connect the level of consumer trust in financial services to retirement planning and outcomes, highlighting how trust (or the lack thereof) can impact retirement income literacy and financial security.
• Explore how the insights from the Maguire Fellows’ research can be applied to enhance trust-building strategies within their own financial services practices, particularly in the context of the Advanced Strategies for Building Trust Certificate Program.

Presenters

Azish Filabi, JD, MA

Jason M. Pattit, PhD

Katherina G. Pattit, PhD

Domarina Oshana, PhD

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP ethics continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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