Client Communication: Building Trust in Investment Management - Part 5
schedule
2h 2m
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All Levels
category
Employee Benefits
verified
21 credits available
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About This Course
This live CLE webinar offers accessible yet thorough coverage of client communication: building trust in investment management - part 5.
Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.
Specifically designed for employee benefits professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.
Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.
Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.
Specifically designed for employee benefits professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.
Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.
Presented By
ER
Emily R. Davis open_in_new
Senior Associate • Gibson, Dunn & Crutcher LLP
Ms. Davis focuses on environmental law and regulatory compliance, advising clients on climate-related disclosures.
Credits & Accreditations
| Jurisdiction | Credit Type | Credits |
|---|---|---|
| Alaska | General | 3.5 |
| Arizona | Ethics | 2.5 |
| Arkansas | General | 3.5 |
| Connecticut | Ethics | 3.0 |
| Delaware | General | 3.0 |
| Hawaii | Diversity | 3.5 |
| Illinois | Ethics | 1.0 |
| Iowa | General | 3.0 |
| Kansas | Ethics | 3.0 |
| Maine | General | 1.0 |
| Michigan | General | 2.5 |
| Minnesota | General | 3.5 |
| Montana | Ethics | 1.5 |
| New Jersey | General | 2.0 |
| New Mexico | General | 2.5 |
| North Dakota | Ethics | 1.5 |
| Ohio | General | 3.5 |
| Oklahoma | Ethics | 2.5 |
| Washington | General | 2.5 |
| Wisconsin | General | 2.5 |
| Wyoming | General | 1.0 |