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Conferences FAQ


Our most frequently asked questions:

General


General
How many conferences does NAPFA have a year?
NAPFA has traditionally conducted four to five conferences a year which included one National conference, “regional” conferences and/or specialty conferences, including an Advanced Planner or Larger Firm conference. Beginning in 2013, NAPFA will be holding two “National” caliber conferences. The NAPFA Spring Conference will be held in May and will be located in the western hemisphere. The NAPFA Fall conference will be held in the September/October time frame and will be located in the eastern hemisphere. Sessions will be broad in scope in order to provide continuing education in all of the core areas of concentration, but will offer many sessions on advanced topics. The Practice Foundation program will be conducted at each of the two conferences. In addition, NAPFA is planning to conduct a virtual conference in conjunction with Forbes Media and is slated for late fall. Please visit the Events page of the NAPFA website for more information.
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Are non-members permitted to attend NAPFA conferences?
Absolutely (unless otherwise specified), but there is a $200 differential in cost. The incentive for non-members is that if they join within a few months after the conference the difference in the fee will be rebated to them.
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What are the highlights of the NAPFA conferences?
NAPFA sets the standard in offering the premier conferences for Fee-Only advisors by providing financial planning professional tools to build strong bridges within the industry. Keynote presentations by leading experts give insight into current economic and industry trends. Simultaneous breakout sessions, conducted by industry experts both within and outside the NAPFA membership, present the latest thinking on financial planning and investment strategy while providing insight into what is happening in the industry. Attendees have options at any given breakout time to decide which session best fits their current business model, area of interest or curiosity. There is also plenty of time available for networking with like minded professionals, and spending dedicated time in the Exhibit Hall where attendees can meet with expert providers who offer the latest investment products, software and other services to share with you.
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How many continuing education credits are typically offered?

Most conferences offer approximately 12-14 NAPFA and CFP CE’s.  Conference attendees also have access to the available audio recorded sessions following the conference, so additional NAPFA CE credit may also be available in this way.

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Does NAPFA help me network with people at the conferences?

Our popular Buddy Program assigns newer members or first time attendees to a veteran member volunteer who will answer your questions and point you in the right direction.   There are also first time attendee receptions scheduled at many conferences.

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How much time is spent in the Advisor Resource Center (ARC) at NAPFA meetings?
To make sure you have enough time to visit and chat with our many exhibitors we schedule many meals and breaks in the Exhibitor Hall.  We also offer a Cocktail Reception in the hall at most conferences.
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Where are NAPFA conferences held?
We alternate amongst different parts of the country to be fair to all attendees.   Even within regions different cities are chosen with easy access always a consideration.  For some of our more niche conferences like the Larger Firm Exchange, we focus on resort locations.
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How is Practice Foundation incorporated into your conferences?
Practice Foundation is generally a two-day event.   One day is spent in hourly sessions focused on practice management issues facing new Fee-Only planning firms.  The other day is devoted to analyzing a Case Study. You have the option of going to any of the hourly sessions at Practice Foundation or the regular offerings.   If you decide you want to go to the Case Study we ask that you remain there all day for the sake of consistency.
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What is the dress code?
Business casual - unless otherwise stated.
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How do I obtain the written material I need for the conference?
All conference handouts are available on the NAPFA website in advance of the conference in your "My Account" area.
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Can I go to a conference outside of my region?
Absolutely, and we hope that you do.   This is a great way to meet new people and to enjoy another part of the country.
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Events