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Virtual Learning


 

NAPFA Webinar Schedule 

Plan ahead and make the most of your educational opportunities by registering for NAPFA’s webinars. These presentations are a convenient way to get valuable information about how to run your practice and serve your clients. You will receive pre-session information that you can follow on or off line during the presentation and there’s always time for Q&A at the end. Plus, webinars are an easy way to fulfill your continuing education requirements. Most of NAPFA’s webinars are recorded and available after the live session for a minimal fee. 
 
 
April 2017
 
(Re-) Simplifying Fixed Income
Wednesday, April 26, 2017 - 3:00 pm ET
Presented by Venk Reddy, Founder and CEO of Zeo Capital
Members Free / $59.00 non-members
 
May 2017
 
Risks Faced by Today's Advisors - A Review of the SEC's 2017 Examination Priorities
Thursday, May 4, 2017 - 3:00 pm ET
Presented by Michael P. Shaw, Counsel, Semmes
Members: Free / Non-Members $59.00
 
July 2017
 
"Ask Me Anything" with Michael Kitces
Wednesday, July 19 - 3:00 m ET
Presented by: Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Members: $39.00 / Non-Members $59.00
 
 
To register for all webinars, please visit NAPFA Events
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NAPFA’s Self Study Program - Are you interested in joining the many NAPFA members who have shared their industry knowledge by presenting a Webinar? Contact Robin Gemeinhardt at 847-483-5400 ext. 105.  

Ethics Training through NAPFA
Ethics training will be offered as a pre-conference session at both the 2017 NAPFA Spring and NAPFA Fall Conferences.  Through December 31st, NAPFA members may also receive a 15% discount to attend Ethics Training Programs offered through Candura Group.  For details on this, please visit the member discount page and look under the “Other” category.
 
Ethics training is approved to meet the CFP Board's "Code of Ethics and Professional Responsibility", and covers the NAPFA minimum requirement of 2 hours of CE credit in Ethics during every two-year cycle. Credit for this session will be uploaded to both the CFP Board and NAPFA Continuing Education reporting systems.

Events