Florida CLE - Practice Management Courses
This is a listing of Practice Management CLE Courses for Florida. Please make your selection below of Florida 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.
Florida CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Florida Bar Accredited CLE Sponsor (CLE Sponsor # 0185716). To view our full accreditation details please .
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Ethical Considerations for Multistate Referral Rules and Fees
Presented by a former Morris County Assistant Prosecutor, this CLE course will present rules and best practices for Attorney Referral fees and the ethics surrounding them in New Jersey as well as state-by-state throughout the country. More Info
$341Ethics CreditSelf-Report -
Ethical Considerations When Responding To Lozada Complaints
While one of the most complex areas of law, immigration law can be extremely rewarding and tends to foster a collegial atmosphere amongst peers. Yet this congeniality can backfire when an attorney must file a disciplinary complaint against another in defense of their clients as required by the Matter of Lozada. This CLE course will focus primarily on how to manage a situation when you are accused of errors. The course will review proper and appropriate responses to the ethics authoriti... More Info
$341Ethics Credit✓ Pre-Approved -
Ethical Duties When Representing Clients and Working on Client Files
There are many ethical considerations and Bar rules to consider when determining whether to take on a client. This CLE course will explain those rules and considerations as they apply to taking on a client, continuing representation, and/or termination – as well as the possibilities in between. The course will present critical ethical considerations to assist lawyers in representing clients and working on client files/matters. More Info
$341Ethics CreditSelf-Report -
Ethical Issues Concerning Retainer Agreements, Website Management, and Termination Letters
This comprehensive CLE course will present the many issues involved in engaging clients through Engagement Letters. The course will address how to create effective Engagement Letters as well as developing and maintaining firm websites for the purpose of minimizing potential representation risks as well as for determining when termination of the Attorney/Client relationship is necessary. The course will introduce participants to the appropriate forms and strategies when facing a... More Info
$341Ethics CreditSelf-Report -
Ethical Referral Fees: A 50 State Survey
Fee sharing, when done correctly, is an ethical approach to providing a better outcome for clients. This CLE course will present the various regulatory frameworks that states utilize in determining referral fees for fee sharing. Designed to provide attorneys with a working understanding of how to effectively use this tool to their clients’ benefit while growing their practice, the course will address the ABA Model rules, the necessary disclosures for an ethical fee sharing agreement an... More Info
$341Ethics CreditSelf-Report -
Ethics & Client Communication: Setting Yourself Up for Success
Ethics regulations impose specific rules and standards for client communication. This CLE course will assist lawyers in understanding their bar-mandated responsibilities as well as how to create a system to ensure your mental health while meeting the needs of your clients. The course will present insights into Rule 1.4 and explain how to create and maintain a stress-free environment in this high stakes profession. More Info
$341Ethics CreditSelf-Report -
Ethics & The Electronic Ages: Understanding Heightened Legal & Ethical Responsibilities
Data breaches have become so common they are practically inevitable and law firms are trying to find ways to guard against and respond to them should they occur. With the Ethical Rules of Conduct adding monetary risk and punitive damages, it’s imperative to take steps to protect data and understand the risk you take. This CLE course will explain cybersecurity in a comprehensive manner and offer strategies to protect against data breaches. The course will explain the specific legal and... More Info
$341Ethics CreditSelf-Report -
FINRA’s Examination and Risk Monitoring Program
A firm grouping structure and the process of implementing it are fraught with issues. This CLE course will explain the lessons learned during this process and what firms can expect in the future. The course will explain how to understand new organizational structures in the exam, specialist and risk monitoring programs and review risk monitoring activities. The course will present what expectations you should have form the exam program and planning process and provide informati... More Info
$291General CreditSelf-Report -
Fintech Firms: Communications Compliance Topics
This CLE course presents the insights of FINRA staff and industry panelists on the challenges and effective practices of communications compliance for Fintech-focused firms. The course will cover topics such as mobile applications, integrated product offerings, digital engagement practices, and crypto assets. Panelists will offer tips and answer questions on the use of technology and how it can help navigate this dynamic area. More Info
$291General CreditSelf-Report -
Form CRS: Practical Considerations for Attorneys
A CRS is a new, 2-4 page disclosure document that SEC-regulated firms are required to deliver to their clients. Adopted to help investors understand the various standards of care that apply to their financial professionals (investment advisers vs. broker-dealers vs. dual registrants), as well as potential conflicts of interest which may be intrinsic to a firm’s business practices. It is therefore essential for attorneys who need to refer clients to a financial professional or firm to be aware... More Info
$291General CreditSelf-Report
