CLE:
1.0 General Credits
States Pre-Approved: CA, ME, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT
States Pending Approval: GA, IL, KS, NC, TN
States Eligible to Claim Credit with Certificate: AK, AZ, CT, HI, MT, ND, NH
Please list your Licensed State(s) and corresponding ID# in your registration.
CFP and CPE not offered for this program.
Self-Applying for Approval (CLE)
If you do not see your state listed, please self-apply for CLE. Agendas and bios will be sent with the certificate of attendance to help you with this process. Should you need this information sooner, please contact cle@wealthcounsel.com. Before you begin, please always contact your state bar for updated information on how to self-apply in your jurisdiction(s).
CLE License Number(s)
This information is required to receive credit. If you have already registered, you are able to go back to your registration at any time and fill them in.
Verification Code(s)
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. Please keep the code(s) in your files in case you are asked for them by WealthCounsel, state bars, or other governing agencies.
Credits Earned
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If you were unable to attend live, please be aware CLE credit(s) will NOT be awarded to Members or Guests for viewing any recordings that are supplied afterward through the Event Hub of this program.
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WealthCounsel Members can view select program recordings for CLE credit through our Member Website (webinar recordings are uploaded within 48 hours after live showing).
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To receive full credit, you must be present during the entire live program.
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For accurate records, each employee in an organization must register individually for CLE attendance, reporting, and audit.
Credits Reported
Once the attendance analysis is completed for this program, we will report CLE credits within 8 weeks to the following required states: GA, IL, KS, ME, NC, NV, OH, OK, PA, TN, TX, UT. All other states approved for CLE are self-reporting states.
Certificates of Attendance
We will email certificates of attendance within 8 weeks after the program. Please keep them in your files. You do not need to send them back to us. The certificate email will include the agenda and bios to help you self-apply in states that are not approved for CLE.