Client Communication: Building Trust in Investment Management
schedule
2h 44m
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Mid-level
category
Education Law
verified
23 credits available
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About This Course
This on-demand CLE program offers practical and actionable coverage of client communication: building trust in 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 education law 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 education law 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.
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 |
|---|---|---|
| Alaska | General | 3.5 |
| Arizona | General | 1.5 |
| California | General | 3.0 |
| Connecticut | General | 2.0 |
| Delaware | General | 3.5 |
| District of Columbia | General | 1.0 |
| Florida | Ethics | 1.0 |
| Idaho | Ethics | 1.0 |
| Illinois | General | 2.5 |
| Kansas | General | 1.5 |
| Maine | Ethics | 1.5 |
| Massachusetts | Ethics | 2.0 |
| Michigan | General | 1.0 |
| Nevada | Ethics | 2.0 |
| New Hampshire | Ethics | 3.0 |
| New York | General | 3.0 |
| Rhode Island | General | 1.5 |
| Tennessee | General | 2.5 |
| Texas | General | 3.0 |
| U.S. Virgin Islands | General | 2.5 |
| Vermont | General | 3.5 |
| Wisconsin | General | 3.5 |
| Wyoming | Ethics | 1.5 |