Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Our educational programs offer insight from experienced professionals on mortgage compliance regulations and standards. To make training simple, our Bankers Advisory professionals deliver the presentations via live webinars for your organization. We end each session with a question and answer period to help you and your staff best understand how to navigate these requirements.
Samples of training presentations
- Loan originator compensation
- Mortgage Disclosure Improvement Act (MDIA)
- Real Estate Settlement Procedures Act (RESPA)
- Red flag rules compliance
- Dodd-Frank Act
- Fair lending
- Non-traditional mortgages
To learn more about the training services we can host for your organization, or to schedule a webinar, contact Marissa Blundell.