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CLE

Legal Research Strategies for Investment Management

schedule 3h signal_cellular_alt Beginner category Immigration verified 24 credits available
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About This Course

This on-demand CLE program offers valuable coverage of legal research strategies for investment management.

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 immigration 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

LM

Lisa M. Garcia open_in_new

Counsel • Davis Polk & Wardwell LLP

Ms. Garcia advises financial institutions on regulatory matters and compliance with banking laws.

Credits & Accreditations

Jurisdiction Credit Type Credits
Arizona General 2.5
Arkansas General 3.5
Colorado Ethics 1.5
Georgia General 1.0
Guam Diversity 3.5
Hawaii General 2.5
Idaho Ethics 3.5
Indiana General 1.0
Iowa Ethics 2.5
Kentucky General 2.5
Missouri General 2.5
Montana General 2.5
New Hampshire General 1.5
Oregon Ethics 2.0
Pennsylvania General 3.0
Puerto Rico General 2.5
Rhode Island General 1.0
South Dakota General 1.5
Texas General 3.0
U.S. Virgin Islands Diversity 1.5
Utah Diversity 2.5
Washington General 1.5
West Virginia Ethics 1.0
Wisconsin Ethics 2.0
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