Glossary of Terms

CPE Hours — The number of continuing professional education credit hours the course provides.

CLE Hours — The number of continuing legal education credit hours the course provides.

CFP/CE Hours — The number of continuing education credit hours the course provides for those who are Certified Financial Planners.

Prerequisite — Suggested requirement for course participation.

Basic Course Level — Covers fundamental principles and skills. Designed for participants with limited or no exposure to the subject matter.

Intermediate Course Level — Builds upon fundamental principles and skills, and focuses on their application. Designed for participants with some exposure to the subject matter.

Advanced Course Level — Focuses on the development of in-depth knowledge, a variety of skills and/or a broader range of applications. Designed for participants with significant exposure to the subject matter.

Update Course Level — Provides a general overview of new developments