Municipal Rules and 529 Plans Update

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California MCLE
Accreditation Info

United Institute for Continuing Legal Education is a CLE provider accredited by the California State Bar, Provider #15390. To view our full accreditation details please .

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All Courses Available iOS/Android Web

About This Course

The recently amended rules and new brand standard for municipal dealers’ advertising will be presented in full in this CLE course. New formal guidance for dealer and advertiser use of social media and how regulators are applying the modernized standards including the new rule will be discussed. The course will also present the recent sweep of the 529 educational savings plans and marketing for such products as well as how these rules impact marketing and advertising efforts. Applying the amendments to MSRP Rule G-21, applying Rule G-40, social media guidance and FINRA”s self-reporting initiative will all be addressed.

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