Financial Advisors and Planners Professional Practices Review

Who should participate?

Update 2010 provides continuing education for experie0915nced financial advisors and planners who have developed their professional practices through years of experience and ongoing education.

Why is it important?

The goal of Update 2010 is for you to understand recent changes affecting experienced financial advisors and planners in broad practice, and recognize the implications for the delivery of financial planning and advice.

What is the format?

Update 2010 is delivered in two parts and provides a maximum of 12 CE Credits as confirmed by Accreditation Services of the CLU Institute.

Part I is a full-day facilitated session with videotaped interviews of experts discussing defined learning areas, plus four short case studies that will be introduced for discussion and debate following the first four interviews. 

Part II is an online self-study session available for 30 days following seminar attendance (includes a quiz to confirm the learning).