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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Sponsored Education Online: Protecting Your Practice – Current E&O Trends and Loss Prevention Tips

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.

The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:

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There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Archives Level CE Credits*
Tuesday, 10/03/13
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: N/A
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE credit.

Order Archive
Protecting Your Practice – Current E&O Trends and Loss Prevention Tips
Archive: $
Total: $
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Sponsored by

Program Overview

Participants of this webinar will obtain a current overview of losses associated with insurance and financial professionals.  We will review products which are the leading causes of E&O claims as well as the most common allegations against a member.  We will then review ten areas of concern for professionals as well as tips to avoid errors and omission claims.

Attendees Will Learn:

  • Current market trends and their relationship to E&O claims
  • Leading causes of E&O claims
  • Practice areas of concern
  • Tips to avoid claims

Featured Speaker:

Ross Jordan, CPCU, is a graduate of Indiana University of Pennsylvania with a Bachelor of Arts in Economics. His insurance career started with Lincoln National Life and Princeton Insurance Company. He later joined Aon's Affinity Insurance Services as a senior underwriter on the National Association of Life Underwriter Professional Liability Program. During his 12 years at Affinity, he was responsible for the administration of insurance agents and broker dealer sponsored programs, the National Association of Insurance and Financial Advisors Professional Liability Program (NAIFA) and Affinity's insurance agents programs. He joined CalSurance in September 2008 as an account executive and producer. He continues to specialize in errors and omission insurance for life, health, property and casualty agents as well as many types of financial professionals and their firms. Ross received his CPCU designation in 1998 from the American Institute for Chartered Property Casualty Underwriters.