Course Content
OFC100 โ Lesson 1: What Fiduciary Duty Means (And Why It’s Yours Now)
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6 Topics
1 Quiz
TOPIC 1.1 โ What Fiduciary Duty Means
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TOPIC 1.2 โ Why Intentions Aren’t a Defense
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TOPIC 1.3 โ How This Applies to Your Role
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TOPIC 1.4 โ Scenario: Is This a Fiduciary Duty Question?
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LESSON WRAP-UP PAGE
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๐ Lesson 1 Knowledge Check
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OFC100 โ Lesson 2: Recognizing a Conflict of Interest
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5 Topics
1 Quiz
TOPIC 2.1 โ The Three Types of Conflict
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TOPIC 2.2 โ Where Conflicts Actually Show Up
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TOPIC 2.3 โ Scenario: Spotting the Conflict
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LESSON WRAP-UP PAGE
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Lesson 2 ๐ Knowledge Check
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OFC100 โ Lesson 3: Disclosure โ What, When, and to Whom
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5 Topics
1 Quiz
TOPIC 3.1 โ Who You Disclose To: The Ethics Contact
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TOPIC 3.2 โ Annual vs. Ad Hoc Disclosure
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TOPIC 3.3 โ Scenario: Making the Disclosure
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LESSON WRAP-UP PAGE
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๐ Lesson 3 Knowledge Check
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OFC100 โ Lesson 4: Recusal in Practice
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5 Topics
1 Quiz
TOPIC 4.1 โ What Happens After You Disclose
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TOPIC 4.2 โ What Recusal Actually Requires
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TOPIC 4.3 โ Scenario: Recusal in the Room
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LESSON WRAP-UP PAGE
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๐ Lesson 4 Knowledge Check
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OFC100 โ Lesson 5: Gifts, Outside Employment & Political Activity
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5 Topics
1 Quiz
TOPIC 5.1 โ Gifts, Meals, and Hospitality
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TOPIC 5.2 โ Outside Employment and Political Activity
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TOPIC 5.3 โ Scenario: The Recurring Gift
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LESSON WRAP-UP PAGE
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๐ Lesson 5 Knowledge Check
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OFC100 โ Lesson 6: Your Personal Reporting Obligation (Form LM-30)
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6 Topics
1 Quiz
TOPIC 6.1 โ What Form LM-30 Is (And Isn’t)
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TOPIC 6.2 โ Who Must File, and What Counts
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TOPIC 6.3 โ Deadlines and Why the Numbers Change
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TOPIC 6.4 โ Scenario: Does This Need to Be Reported?
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LESSON WRAP-UP PAGE
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๐ Lesson 6 Knowledge Check
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OFC100 โ Lesson 7: When the Duty Is Breached โ Discipline, Removal, and OLMS
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6 Topics
1 Quiz
TOPIC 7.1 โ The Internal Path: Charges, Trial Board, and Penalties
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TOPIC 7.2 โ Beyond the Local: OLMS Referral and a Member’s Own Legal Rights
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TOPIC 7.3 โ The International’s Role
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TOPIC 7.4 โ Scenario: Recognizing Where This Is Headed
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LESSON WRAP-UP PAGE
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๐ Lesson 7 Knowledge Check
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OFC100 โ Lesson 8: Pulling It Together โ Your Ethics Checklist
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5 Topics
1 Quiz
TOPIC 8.1 โ The Seven Lessons, One Idea
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TOPIC 8.2 โ Your Ethics Checklist
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TOPIC 8.3 โ Final Scenario: Putting It All Together
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LESSON WRAP-UP PAGE
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๐ Final Course Knowledge Check
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๐ Course Complete
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