Who should participate?

Update 2011 provides continuing education for experienced 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 2011 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 2011 is in two segments, which may be taken in any order, and provides a maximum of 12.5 CE Credits as confirmed by Accreditation Services of The Institute.

The Seminar segment is a full-day facilitated session with videotaped interviews of experts discussing defined learning areas, plus five case-based exercises that will be introduced for discussion following each interview. Earn 6.5 CE credits based on full-day attendance

View the seminar agenda and presenter bios for Update 2011 here.

Watch highlights from interviews with Update 2011's experts.

The Self-Study segment is an online self-study session and includes a quiz to confirm the learning. Earn 6 CE credits on successful completion of quiz.

When does it take place?

Update 2011 is presented by Advocis chapters and is open to Advocis members and non-members. Register now.