Financial Planning: Comprehensive Strategies - Part 1
schedule
1h 6m
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Beginner
category
Financial Services Regulation
verified
20 credits available
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About This Course
This live CPE webinar offers valuable coverage of financial planning: comprehensive strategies - part 1.
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 financial services regulation 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 financial services regulation 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
VC
Van C. Durrer open_in_new
Partner • Dentons LLP
Mr. Durrer is a member of Dentons' Restructuring, Insolvency & Bankruptcy practice.
Credits & Accreditations
| Jurisdiction | Credit Type | Credits |
|---|---|---|
| Alabama | General | 2.0 |
| Arkansas | Diversity | 2.0 |
| Connecticut | Diversity | 2.0 |
| Delaware | General | 3.5 |
| District of Columbia | General | 3.5 |
| Florida | General | 2.5 |
| Indiana | Diversity | 1.5 |
| Kansas | General | 3.5 |
| Kentucky | General | 1.0 |
| Massachusetts | General | 2.5 |
| Minnesota | Ethics | 1.0 |
| New Hampshire | General | 1.5 |
| New Jersey | Ethics | 3.0 |
| New York | General | 2.0 |
| Ohio | Ethics | 3.0 |
| Oregon | General | 1.0 |
| South Carolina | General | 3.5 |
| Texas | General | 1.5 |
| Washington | General | 2.5 |
| Wyoming | General | 2.5 |
NASBA Details
Program Level
Beginner
Prerequisites
None required
Delivery Method
Group Live
BARBRI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.