Pennsylvania CLE - Finance and Banking Courses
This is a listing of Finance and Banking CLE Courses for Pennsylvania. Please make your selection below of Pennsylvania CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
Pennsylvania CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .
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On-DemandOnline & iOS/Android App
Bitcoin: Time For Lawyers To Take A Byte
With the emergence of blockchain technology, the Internet of Value has replaced the Internet of Information and the Internet of Things. It has thoroughly transformed our economic system with cryptocurrency being the hottest topic in financial news. The ethical issues involved however, have barely been discussed. This CLE course will address the opportunities as well as the risks for lawyers in the cryptocurrency and blockchain space. The course will offer an overview as well as... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Unfair, Deceptive, or Abusive Acts or Practices: “I’ll Know It When I See It…”
One of the most important regulations in the mortgage industry, UDAAP or Unfair, Deceptive, or Abusive Acts or Practices impacts every other lending regulation including marketing, fair lending, licensing and communication). It also impacts every aspect of the lending cycle. The regulation, however, is fairly subjective and difficult to defend against. This CLE course will explain how the regulation operates in practice and provide critical knowledge for lending and real estate lawyers... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Ideas to Cash: Guiding Creative Clients In Monetizing Their Inventions and Other Creations
An idea can be difficult to express, much less to protect. The law offers various types of protections as well as a series of procedures to implement those protections including patents, trademarks, copyrights and trade secrets. This CLE course will review the different types of protections as well as how to monetize the methods. Samples of different methods and techniques for approaching targets will be presented so you can turn your clients’ ideas into profit. More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Asset Protection for Cryptocurrency
In an increasingly litigious society, asset protection is more important than ever and cryptocurrency is therefore having its heyday. Simultaneously, it is the targeted asset in more and more lawsuits with Blockchain technology making it increasingly easier to see the amount of cryptocurrency an individual owns. This CLE course will offer strategies for protecting cryptocurrency assets in a lawsuit. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Setting Up Your Securities Clients For Success
Legal counsel will typically evaluate Exempt Offering Documents on legal grounds, ignoring the option of considering how offerings can be best articulated from the underwriting perspective. This CLE course will offer tips on how to approach securities documentation from the standpoint of underwriting standards which have the benefit of consistency and efficacy in offering documentation. The purpose of the course is to help legal counsel offer informed, risk-adjusted investment decision... More Info
$552General Credits -
On-DemandOnline & iOS/Android App
A Search for Perfection: Fundamentals of UCC Article 9
The complexity of Article 9 of the UCC’s technical rules for secured transactions can be a challenge. This CLE course will offer a comprehensive overview of the major concepts that attorneys need to know about Article 9. The course offers a practical approach which outlines the fundamental issues from defining secured transactions to potential remedies for default. The course will also review the various perfections of security interests and priority issues and rules. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from no sale, conversations with buyers, letters of intent, binding contracts and so forth across the continuum. The recent changes place a possible sale fairly close to an actual sale in the pro... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Corporate Philanthropy: Where to Start and How to Get it Right
Philanthropic initiatives by companies have become almost expected in recent years. Corporate Social Responsibility has made it almost impossible to avoid. But how can a company give back? This CLE course will present the different program options available to companies, taking into account compliance issues, program consistency with a company brand and strategies to avoid legal liability. This CLE course will offer an interactive overview useful for both CSR and corporate foundation m... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
The Regulation of Private and Foreign Funds in the Age of Cryptocurrency
Cryptocurrency has transformed the way we think about investing. This CLE course will offer a comprehensive overview of the regulatory system as it applies to private and foreign investment funds and how it has been dramatically altered by the rise in cryptocurrency. The course will open with a historical overview of applicable regulation including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act, the Investment Advisers Act, the Dodd-Frank Ac... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
What Every Family Law Attorney Needs To Know About Debt Collection And Bankruptcy
Family law includes a variety of different factors, including the multitude of issues families face when a single household splits into two. Whether with regards to debt, bankruptcy or the specific solvency of different family members, these issues are required knowledge for Family Law practitioners. This CLE course will review each of these potential problems to enable attorneys to advise their clients in making informed decisions. More Info
$551.5General Credits
