CLE INFORMATION

CLE - 3 Days:

Up to 12.25 credits, including 1.0 Ethics

States Pre-Approved: AR, CA, FL, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT

States Pending Approval: GA, IL, KS, TN

States Eligible to Claim Credit with Certificate: AK, AZ, CT, MT, ND, NH

CLE - Bonus Session (WealthCounsel members only):

1.0 General credits
(Will be added to three-day CLE total, for final total of 13.25 credits, including 1.0 Ethics)

 

CLE - Pre-Camp Videos:

WealthCounsel Members: 

2.0 General credits (earned separately from course through the member website)
States Pre-Approved: AR, CA, NJ, NY, OH, OK, PA, VT (AK, AZ, CT, NH eligible to claim credit). Additional states TBD

 

Self-Apply:  If you do not see your state listed, please self-apply. Agendas and bios will be sent with the certificate of attendance. Should you need this information sooner, please contact cle@wealthcounsel.com.

 

Verification Codes:  Please take note of the verification code(s) given during the program and save them.  You do not need to send them back to us, however please keep them in your files in case you are asked for them by WealthCounsel, or your state bar or other governing agency.

 

CLE Credits:

• Credit will NOT be awarded to Members or Guests for viewing recordings later through the Event Hub.
• To receive full CLE credit, you must be present during the entire live program.

 

State Bar License Number(s)

Please fill in your State Bar License Number(s) when prompted during your registration for this course or you may not receive credit. If you have already registered, you are able to go back to your registration and add it.  For accurate records, each employee in an organization must register individually to receive CLE credit and reporting.

 

Credits Reported: Once the attendance analysis is completed for this program, we will report credits within 4-6 weeks to the following required states: GA, IL, KS, NV, OH, OK, PA, TN, TX, UT.  All other states approved for CLE are self-reporting states.

 

Certificates of Attendance:  We will email your certificate of attendance within 4-6 weeks after the program.  Please do not send them back to us, however please sign and keep them in your files in case you are asked for them by your state bar or governing agency.  It will also include the agenda and bios to help you self-apply in states that are not approved for CLE.