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Accreditation and CLE Rules for Pennsylvania
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).
The Supreme Court of Pennsylvania CLE Board maintains an Accredited Provider listing on their website at https://www.pacle.org/providers/accredited. You can find us listed under “National Academy of Continuing Legal Education.” Additionally, you can see our official approval letter here: PA_Approval.pdf.
*CLE Rule Update: The Supreme Court of Pennsylvania is allowing attorneys in all compliance periods through 4/30/2025 to satisfy their entire requirement without attending in-person classes. Attorneys in Pennsylvania may now complete 6 hours of their CLE requirements through live webinars and 6 hours through approved distance learning activities. Therefore PA attorneys can now satisfy their entire requirement with our Online, iOS/Android App, and Live Webinar courses! PA Continuing Legal Education Board Notice
Pennsylvania attorneys are assigned one of three compliance groups:
Group 1 must complete the annual CLE requirement by April 30th of each year
Group 2 must complete the annual CLE requirement by August 31st of each year
Group 3 must complete the annual CLE requirement by December 31st of each year
We promptly report your CLE attendance to the PA CLE board and pay the associated fees.
Pennsylvania allows attorneys to carry over up to 24 excess credits earned from one compliance period into the next two future compliance periods. Only credits earned through live courses or live interactive webinars may be carried forward, distance learning credits may not be carried forward.
Pennsylvania Continuing Legal Education Board Pennsylvania Judicial Center
601 Commonwealth Ave., Suite 3400
PO Box 62495
Harrisburg, PA 17106-2495
Toll Free: (800) 497-2253
Local: (717) 231-3250
Fax: (717) 231-3251 www.pacle.org/about/PACLE_board.asp
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 .
General Credits
1
$29
All Courses Available iOS/Android Web
About This Course
Choosing new vendors can be fraught with challenges. This CLE course, presented by FINRA staff and industry practitioners, will review the most important considerations when embarking on this type of decision.
The course will address how to find technical solutions that fit your firm as well as best practices for conducting a due diligence review. Contract issue, new software implementation and an in-depth understanding of its limitations will be provided. The course will help you create a comprehensive list of both internal and external vendors as well as an understanding of your firm’s responsibility in relying on parent companies or affiliates to deal with certain functions.
Effective practices for due diligence, processes to address deficiencies and the appropriate departments to involve in these activities will be reviewed as will regulatory procedures and practices for communicating expectations.