CPCLE 108 - Fin.Advice:Val.,Worthless

Institution:

Neumann University

Subject:

Description:

2.5 Substantive Hours and 1 Hour Ethic CLE; 4 Hours Other CPE. Many clients look to their lawyer or accountant for guidance and insight is in choosing a financial advisor. This seminar will broaden your expertise in evaluating financial advisors and what they do. The class will examine financial advice as it is typically given, best practices for financial guidance, and some economic concepts that underlie such advice. Finally, there will be a discussion of professionalism as it relates to this topic with a special emphasis on duties owed under current law. (Most participants get some valuable insights into their own financial decision-makingno extra charge!) Topics covered include

Credits:

0.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.neumann.edu

Phone Number:

(610) 459-0905

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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