What Should Clients Expect from Investment Portfolios?
Active
Program Number
33201
Program Date
2023-11-06
CLE Credits
1.5
Lawyers in different practice areas [specialties?] frequently deal with investing and market issues. This includes estate and tax practice, family law, securities litigation, and personal planning. These issues are more relevant than ever in our current economic and financial world.
This 90-minute course will acquaint practitioners with fundamentals of markets, investing, and portfolios to let them better serve clients. The program will also discuss specific applications of investing considerations in tax and estate practice, family law, and litigation. It will conclude with helps for working with clients and financial professionals on financial and investment issues.
Available in States
- California
- Colorado
- Florida
- Georgia
- New Jersey
- New York
- Texas Self Study
Program Categories
- Banking & Finance Law
- Estate Planning & Probate
- Federal Courts
- Financial Regulatory
- Financial Services
- Florida Eligible
- Taxation Law
PROGRAM CREDITS
- Areas of Professional Practice : 1.5 Credit
