Advisors Guide to An Advanced Look at Mutual Funds

Webinar Qualifies For

• 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 1 CPD Credit of Finance for CPA in Canada
• 1 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321329)
• 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
• 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
• 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
• 1 CPD Credit of Investment Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1 CE Credit of Investments for Chartered Financial Consultant (ChFC)
• 1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
• 1 CPD Credit for Chartered Accountant - ICAEW
• 1 CE Credit of Long-Term Investments for Certified Treasury Professional (CTP)
• 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
• 1 CE Credit of Investments for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Investment Planning for Certified Financial Planner - Canada (Approval No. 13093)
• 1 CE Credit of Investments for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Investments for Wealth Management Certified Professional (WMCP)
• 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 1 CE Credit of Common financial investments/ decision types for Certified FP&A Professional (FP&A)
• 1 CE Credit of Investments for Chartered Advisor in Senior Living (CASL)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 1 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1 CPD Credit for CPA - Ireland
• 1 CE Credit of Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13093)
• 1 PL Credit of Investment Decision Making for CIPM
• 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
• 1 CE Credit of Investments for Chartered Special Needs Consultant (ChSNC)

About Instructor

Ilene Slatko

Principal, DSS Consulting

For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education. 

Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development. 

Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,

She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields. 

Ilene is an alumna of Marietta College where she studied Drama, Speech, and English. 

Additional Information

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.NASBARegistry.org.