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Dedicated CLE Manager
Online, iOS/Android, CD/DVD/USB, Webinars
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Accreditation and CLE Rules for New Jersey
The National Academy of Continuing Legal Education is a New Jersey Accredited CLE Provider.
New Jersey attorneys are required to take 24 credit hours every 2 years including 5 credit hours of Ethics and Professionalism, with a minimum of 2 credits of Diversity, Inclusion, and Elimination of Bias.
New Jersey attorneys can earn all 24 CLE credit hours with us including 5 credit hours of Ethics and Professionalism with a minimum of 2 credit hours of Diversity, Inclusion, and Elimination of Bias using our DVDs, Audio CDs, USB Stick, Online, iOS/Android App, and Live Webinar courses.
*CLE Rule Update: The New Jersey CLE Board has revoked the Covid exception and reinstated the Live CLE requirement in NJ effective 1/1/2024. Additionally, NJ has amended the CLE Regulations with BCLE Reg. 103:1(n) and expanded the definition of Live Instruction. Our Live Interactive webinars meet this definition of Live CLE in NJ. Therefore all NJ attorneys can satisfy their entire requirement with our DVDs, Audio CDs, USB Stick, Online, iOS/Android App, and Live Webinar courses.
Live Exemption: NJ rule 201:8(a) states that attorneys who reside in, work in, and are licensed in a mandatory CLE jurisdiction that does not require Live CLE are also exempt from Live CLE for NJ. These attorneys can take all 24 credits of their requirement with on-demand courses.
See our NJ Non-Resident Bundles.
Each active New Jersey attorney is permanently assigned to one of two compliance groups for CLE purposes.
Group 1 is attorneys with birthdays in January through June and must complete their CLE by 12/31 every odd numbered year (12/31/2023, 12/31/2025, etc…)
Group 2 is attorneys with birthdays in July through December and must complete their CLE by 12/31 every even numbered year (12/31/2022, 12/31/2024, etc…)
Newly Admitted Attorneys in New Jersey must complete 24 credits of approved CLE in their first full two-year compliance period. Of the 24 credits at least 5 credits must be in Ethics/Professionalism, of which at least 2 must be in Diversity, Inclusion, and Elimination of Bias.
Additionally, 16 credits must be in any 6 of the following 12 subject areas:
New Jersey Basic Estate Administration,
New Jersey Basic Estate Planning,
New Jersey Civil or Criminal Trial Preparation,
New Jersey Family Law Practice,
New Jersey Real Estate Closing Procedures,
New Jersey Trust and Business Accounting,
New Jersey Landlord/Tenant Practice,
New Jersey Municipal Court Practice,
New Jersey Administrative Law,
New Jersey Labor and Employment Law,
New Jersey Worker's Compensation Law,
and New Jersey Law Office Management.
A minimum of one credit must be taken in New Jersey attorney trust & business accounting fundamentals. NJ Newly Admitted Attorneys can satisfy all of their credit hours with us using our DVDs, Audio CDs, USB Stick, Online, iOS/Android App, and Live Webinar courses.
Supreme Court of New Jersey Board on Continuing Legal Education
PO Box 965
Trenton, NJ 08625-0965
Phone: (609) 815-2930 https://www.njcourts.gov/attorneys/cle
Senior Investors: Unique Needs and Firm Considerations
CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!
General Credits
1
For Access To This Course
About This Course
This CLE program provides guidance on identifying and responding to issues and concerns of your clients who are or will soon be seniors. There are in excess of 5 million Americans suffering from dementia today with an additional diagnosis occurring every 67 seconds. On average, every advisor has approximately 7 clients with Alzheimer's. If not planned for properly, the negative financial affect can be staggering. In this session attendees will learns the signs to look for, the questions to ask and the steps to take in helping your clients understand the potential implications they may face. Panelists will share red flags for elder abuse and procedures their firms have implements if abuse is suspected. In addition, panelists will discuss lessons learned from the helpline and FINRA Rule 2165.
After attending this session, you will be able to:
Identify issues relevant to senior investors.
Understand some key best practices when handling calls from seniors with concerns or questions about their account.
Obtain insight into the issues that accompany a client with a diminished capacity and/or who is experiencing elder abuse.
Gain a general understanding of state mandatory reporting of elder abuse.
Learn the difference between dementia and Alzheimer's disease.
Protect your practice under FINRA regulations regarding diminished capacity and vulnerable clients.
Establish a plan for when a client is diagnosed.
FINRA® is a registered trademark of the Financial Industry Regulatory Authority, Inc.