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Accreditation and CLE Rules for Florida
The National Academy of Continuing Legal Education is a Florida Bar Accredited CLE Sponsor (Sponsor # 0185716).
Florida attorneys must complete a minimum of 30 credit hours of approved continuing legal education activity every 3 years. Five of the 30 credit hours must be in approved "professional responsibility" programs which includes ethics, professionalism, bias elimination, substance abuse, and mental illness awareness programs, and at least 1 of the 5 hours must be an approved professionalism program. Additionally, 3 of the 30 credit hours must be in approved technology programs. Attorneys with deadlines on or after 4/30/2024 will also need to take a new 2 credit Professionalism course provided directly by the Florida Bar at no extra charge.
Florida attorneys can earn all 30 hours including 5 hours of professional responsibility, 1 hour or professionalism and 3 hours of technology with our DVDs, Audio CDs, USB Stick, Online, and iOS/Android App courses. Preapproved courses offered by the National Academy of Continuing Legal Education have been directly approved by The Florida Bar and come with unique Florida Bar course codes which enables easy and quick reporting. “Self-Report” courses come with prefilled forms for easy self-reporting to the FL Bar.
Each Florida attorney and FRP is assigned a 3 year compliance period that ends on the last day of their designated month. You can find your compliance date by logging into your Florida Bar Profile.
Florida Registered Paralegals (FRP’s) must complete a minimum of 30 hours of CLE every three years to maintain their status. Of the 30 hours, 5 hours must be in ethics or professionalism and three 3 hours must be in technology. FRP's can satisfy all 30 mandated continuing education hours with our preapproved DVDs, Audio CDs, USB Stick, Online, and iOS/Android App courses since they are directly approved by The Florida Bar.
**The Supreme Court of Florida amended Bar Rule 6-10.3(b) (Minimum Hourly Continuing Legal Education Requirements), effective January 8, 2024, to:
Reduce the overall CLE requirement for attorneys from 33 to 30 hours per reporting cycle.
Require Bar members to complete a two-hour legal professionalism course produced by The Florida Bar and approved by this Court during each reporting cycle. This two-hour course, which the Bar will offer free of charge, replaces the existing one-hour professionalism program requirement.
Remove “bias elimination” from the requirement that “[a]t least 5 of the 30 credit hours must be in approved legal ethics, professionalism, substance abuse, or mental health and wellness programs.” Courses in “bias elimination” that meet The Florida Bar’s general course approval requirements will continue to count toward fulfilling Bar members’ overall 30-hour CLE requirement, but such courses will no longer count toward fulfillment of the five-hour sub-requirement specified in the rule.
The Florida Bar
651 E. Jefferson St.
Tallahassee, FL 32399-2300
(t) 850-561-5842
(f) 850-561-9421
Web: Florida Bar CLE Page
Navigating the Purchase and Sale of a Financial Advisory Practice
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!
General Credits
1
Self-Report
$50
About This Course
Many attorneys service clients who are brokers and/or financial advisers in connection with various aspects of their business. In doing so, such attorneys are generally tasked with being well-versed the regulatory, contractual and litigation concerns these particular clients face. Due to the constant evolution of the financial advisory space, practices change hands by way of sale and merger on a fairly regular basis. These transactions are incredibly nuanced, subject to regulatory considerations, and require substantial due diligence the consideration of a number of objective and subjective factors, prior to the consummation of any sale. Also critical to the sale process is the proper valuation of a practice, which is in large part based on the continuing revenues generated from an established customer base. Finally, these transactions are often financed over time consideration should be made in connection with financing any deal.
The purpose of this CLE lecture is to provide a general overview of these types of transactions, to provide a thorough understanding of due diligence process and to highlight other critical components of the transaction. After completing this course, attorneys shall be well-situated to counsel their advisor clients in connection with the purchase and sale of a business.
General Credits
1
Self-Report
$50
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