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CLE

Client Communication: Building Trust in Securities

schedule 2h 39m signal_cellular_alt Advanced category Civil Rights verified 23 credits available
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About This Course

This on-demand CLE program offers sophisticated and nuanced coverage of client communication: building trust in securities.

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 civil rights 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

RH

Robert H. Anderson open_in_new

Partner • Wachtell, Lipton, Rosen & Katz

Mr. Anderson specializes in corporate takeovers, mergers, and corporate restructurings.

BL

Bonnie L. Heiple open_in_new

Counsel • Wilmer Cutler Pickering Hale and Dor, LLP

Ms. Heiple focuses her practice on environmental, energy and natural resources law.

Credits & Accreditations

Jurisdiction Credit Type Credits
Alabama General 1.5
Alaska Ethics 1.0
California Ethics 1.5
Georgia General 3.0
Hawaii Ethics 3.5
Indiana General 2.0
Kentucky Diversity 3.5
Maryland Ethics 2.5
Massachusetts General 2.0
Michigan General 2.0
Minnesota Ethics 2.0
Mississippi General 1.0
Missouri Ethics 2.5
Nebraska General 3.0
New Jersey Ethics 3.0
New Mexico General 3.5
Oregon Diversity 2.5
Tennessee General 2.5
Utah Diversity 1.5
Vermont Ethics 2.5
West Virginia General 1.5
Wisconsin General 1.5
Wyoming General 3.5
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