Twenty-Sixth Annual Session

Fiduciary Essentials Forum

Sponsored by Campbell University

 

For Trust Professionals, Investment Advisors,

Accountants, and Attorneys

 

Grandover Resort and Conference Center

 

Greensboro, North Carolina

Thursday, November 8, 2007

 

Continuing Education Information

 

 

CPE Credit Information

 

Program:          Fiduciary Essentials Forum

Sponsor:           Lundy-Fetterman School of Business, Campbell University

Date:                November 8, 2007

Location:         Grandover Resort and Conference Center

                One Thousand Club Road

                Greensboro, NC 27407      

Recommended

CPE Credit:      1 sessions for 30 minutes, 2 sessions at 90 minutes each, 2 sessions at 120 each = 450 minutes   9 hours maximum

Prerequisites:    None

Advance Preparation:   None

Level of Presentation:    Advanced

Teaching Method:         Lecture/Discussion

 

Campbell University is registered with the North Carolina State Board of CPA Examiners as a sponsor of continuing professional education.  Complaints or comments regarding registered sponsors may be addressed to the NC State Board of CPA Examiners, P.O. Box 12827, Raleigh, North Carolina 27605-2827.

 

CLE Credit Information

 

The North Carolina Bar Association and the South Carolina Bar Association has approved this program for a total of 7.5 hours of CLE credit.

Certified Financial Planner Information

 

This program meets the requirements of the Certified Financial Planner Board of Standards, Inc. for 9 continuing education hours.

 

 Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner TM, and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete the initial and ongoing certification requirements.    

CTFA Credit Information

 

This program has been approved by the Institute of Certified Bankers for 9 hours of CTFA credit in the Fiduciary Law discipline.

 

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