• Website View:

Other Pages

NAPFA University


 

 

NAPFA University: Mission Statement and Value Proposition

The mission of NAPFA University is to provide a continuum of practical learning that is comprehensive and experienced-based for financial planning professionals.
 
Through converting knowledge into practical application, you will:
• increase competence and confidence;
• better serve the varied needs of clients; and
• build a stronger business.


NAPFA University Chancellor: Robert Maloney

Deans:
Risk Management: Roseann Bove
Taxation: Bernie Kiely
Investments: Paul Baumbach
Estate Planning: Jeffrey Daniher
Communication: Jennifer Lazarus and Melissa Hammel
Retirement Planning:  Rebecca Chacko
Practice Management: Chris Brown 


NAPFA University:  "By Planners, For Planners"

NAPFA University is designed to pick up where the CFP and CHFC designations leave off. In other words, the schools will provide practical learning with an emphasis on real-life experience necessary to convert textbook knowledge into the early stages of expertise. Those involved with NAPFA University envision courses covering basic, intermediate and advanced material, as well as an expansion into practice management matters.
 
NAPFA University consists of seven sub-schools: tax planning, estate planning, risk management, retirement planning, investments, practice mangement and the school of communications. Each school is headed by a Dean, who, in conjunction with their Committee, is responsible for the development and presentation of the course curriculum. These courses offer advisors a way to obtain state-of–the–art knowledge with an emphasis on the real life experiences necessary to convert textbook knowledge into the early stages of expertise. The courses will also serve as refreshers for topics that advisors have not encountered in their practices recently or as a way to obtain the knowledge and tools to expand their practice in a new direction.
 
NAPFA University continues to break the mold for educational programming in our industry. By focusing on how financial planning principles are applied in the real world with real clients, NAPFA University improves upon the more abstract education that most advisors receive.


2012

Look for NAPFA University programs at these 2012 conferences:
  • NAPFA National (May 8-11, Chicago)
  • NAPFA West (Sept. 10-12, Portland, OR)
  • NAPFA East (Nov. 6-9, Baltimore)

Events