Other Pages
- NAPFA University
- Practice Foundation
- Cutting-Edge Webinars
- Self Study Programs
- Local Study Groups
- Online Store
- Publications
- Press Room
- Career Corner
Practice Foundation
|
Practice Foundation will be held at the following NAPFA Conferences in 2012:
NAPFA National
May 8 - 11, 2012, Chicago, IL NAPFA West September 10-12, 2012 Portland, OR
NAPFA East
November 6-9, 2012 Baltimore, MD
|
Learn the Basics of Comprehensive Financial Planning
NAPFA has developed a unique educational program for new and prospective Fee-Only financial advisors: Practice Foundation.
NAPFA has developed a unique educational program for new and prospective Fee-Only financial advisors: Practice Foundation.
Designed and led by veteran NAPFA members, Practice Foundation is your chance to hear “insider” information from high performers who have seen it all and done it all. Using a highly interactive format with a case study and extensive Q&A, Practice Foundation will propel your business forward by years. Practice Foundation is held in conjunction with NAPFA’s largest conferences.
Practice Foundation – Practice Management
Practice Foundation is divided into two parts. In the practice management sessions, NAPFA members take you through all the key areas you need to address as you launch and build your planning business.
Practice Foundation is divided into two parts. In the practice management sessions, NAPFA members take you through all the key areas you need to address as you launch and build your planning business.
Among the major topics: marketing, meeting with prospective client, setting fees, contracts and client agreements, technology software and hardware, compliance, and counseling and communicating with clients. Your resource speakers provide resource lists so that you can take the information home and start implementing it immediately.
We also will offer “Office Hours.” These are fifteen minute one-on-one sessions with you and a NAPFA Registered Financial Advisor. They will answer your questions about their practice, how they started their practice, and practice management issues.
Practice Foundation – Case Study
The centerpiece of the program is the Case Study. The Case Study is fairly complex so that you can gain insight into the technical issues included in a comprehensive financial plan. You will receive an advance copy of the case for review.
During the Case Study presentations, two NAPFA members will walk you through the case – explaining what they did and did not choose to recommend for the client. Our presenters prepare their Case Study plans independently – so you have a chance to see how their analysis and recommendations might differ. They are often likely to use different financial planning software too, so you’ll gain some insight into the range of products available to planners.
There’s no better way to understand what goes into a comprehensive financial planning engagement than to see it presented by two experienced NAPFA members.
Meet NAPFA members
Practice Foundation is held in conjunction with NAPFA’s regular conferences, so you get the best of both worlds! You may attend all Practice Foundation sessions or sample any other session from the regular Conference Agenda. The choice is yours.
Practice Foundation is held in conjunction with NAPFA’s regular conferences, so you get the best of both worlds! You may attend all Practice Foundation sessions or sample any other session from the regular Conference Agenda. The choice is yours.
Your registration for Practice Foundation automatically includes you in all NAPFA conference meals, breaks, and networking activities. It’s a great way to make contacts in the Fee-Only planning business and find NAPFA members in your local area.
Who Should Attend
Financial advisors, registered representatives, insurance agents, CPAs – anyone looking to make the transition to developing a Fee-Only financial planning practice.
Financial advisors, registered representatives, insurance agents, CPAs – anyone looking to make the transition to developing a Fee-Only financial planning practice.
