CLE

1.50 General Credit

States Pre-Approved: 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 

Self-Applying for Approval

If you do not see your state listed, please self-apply. 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).

State Bar License Number(s)

This information is required to receive credit. Please list your license number(s) along with the corresponding state abbreviation(s) when prompted during your registration for this course. If you have already registered, you can go back to your registration at any time and fill them in.

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. Please keep the code(s) in your files in case you are asked for them by WealthCounsel, state bars, or other governing agencies.

CLE Credits

  • If you are unable to attend live, please be aware CLE credit(s) will NOT be awarded to members or guests for viewing the recordings that are supplied afterward through the Event Hub of this program.
  • WealthCounsel Members can view select program recordings for credit through our Member Website (webinar recordings are uploaded within 48 hours after live showing).
  • To receive full CLE credit, you must be present during the entire live program.
  • 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 credits within 4–6 weeks to the following required states: GA, IL, KS, NV, OH, OK, PA, TN, TX, and 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 it back to us. Please keep it in your files in case you are asked for it by your state bar or governing agency. The certificate will include the agenda and bios to help you self-apply in states that are not approved for CLE.