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Why NAPFA?

For over 36 years NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.

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Comprehensive

Comprehensive financial planners focus on your entire financial plan. From just starting out to retirement, they help you outline the path to achieving your financial goals. Your fee-only, fiduciary planner will help you build a holistic plan that is focused on your needs, your goals and your future.

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Competent

NAPFA Personal Financial Advisors differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex financial issues regardless of client circumstances and objectives.

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Client Centered

 Working with a NAPFA-affiliated Financial Advisor means putting you, the consumer first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.

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NAPFA News & Insights

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2020/21 CE Cycle Update

For the 2020-2021 CE cycle, NAPFA-Registered Financial Advisors will not be required to report non-NAPFA CE. As a reminder, any CE you earned through NAPFA is automatically added to your CE record. 

Per policy, NAPFA will conduct the required audit of 3% of the audience held to the CE requirement beginning in January 2022. Audited members will need to provide proof of earned CEs.

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The NAPFA AARP BankSafe Program

This first-of-its-kind online training platform empowers financial advisors with the knowledge and skills to stop the financial exploitation of older clients.

The free, online training platform has already protected 11 million consumers and stopped more than $23 million from exploitation.


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NAPFA DEI Initiative

Since the DEI Initiative was launched in 2018, NAPFA has worked to strengthen relationships between financial planning professionals and the diverse populations they serve. 

Use the DEI Toolkit to help you start the DEI dialogue and strengthen your firm’s DEI strategies. 


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Learn

Join peers and make the most of your educational opportunities with NAPFA webinars. These presentations include Q & A with subject matter experts on how to grow your business and are a convenient way to fulfill continuing education requirements.

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Connect

Community is a large part of the NAPFA experience. There is power in collaborating and co-creating with peers to discover new perspectives, learn new skills and plot effective solutions to help their clients thrive and businesses grow. These are the ties that bind the NAPFA community.

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Lead

Volunteer for the NAPFA Board

Bringing your skills and experience to NAPFA can have far-reaching benefits for you, the organization and the profession. 

The 2021-22 candidate application period is open thru January 18, 2022. Make a difference and apply now.

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We are proud of the community we have created. Hear from voices within our community!

With over 4,000 fee-only, fiduciary financial planners, NAPFA provides education, professional connections, business development resources, and advocacy in support of member success.

Listen to NAPFA Chair, Karla McAvoy share why NAPFA has been important to her career development and business success.  

Karla McAvoy, CFP®  — HC Financial Advisors, Inc.

I can point to so many examples of how NAPFA has advanced my career. I met the coach who helped me gain the courage to start my firm at a NAPFA women’s event. I signed one of my first clients by collaborating with a NAPFA member, who I had never met before. I am simply a more confident advisor because I know that when I’ve reached the limits of what I can do on my own, there is someone within NAPFA who will enthusiastically offer me what I need to help my clients or my practice succeed 

Danielle Seurkamp, MS, MPAS®, FBS®, CFP®  — Well Spent

 NAPFA has done a great job of raising awareness of the value of the profession. It continues to be a very credible voice that speaks to fee-only planners and the importance of always working in your clients’ best interests.

Clarissa R. Hobson, CFP®  — Transform Wealth
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NAPFA Education

Educational Opportunities

  • Take Advantage of the NAPFA Annual Learning Pass!

    Join leading experts to: 

    o Stay on top of emerging issues 

    o Discover actionable business solutions 

    o Enhance professional development

    o Remain current in tax planning, practice management, and much
       more…

    Plus, receive 10% discount on NAPFA events!

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  • NAPFA Playbook Series

    Attend the Playbook webinars and podcasts each month featuring subject matter experts and the who’s who of financial planning professionals sharing actionable takeaways on:

    • Practice Management Strategies
    • Step-by-Step Business Tech Solutions
    • Enhancing Client Relationships

    Don't miss the November webinar:  Working with the Media: How to Endear Yourself to (or Alienate) a Journalist

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  • NAPFA 2022 National Conferences

    NAPFA National Conferences are held each Spring and Fall throughout the U.S. There’s no better place to enhance your professional development and fine-tune your practice than at a NAPFA national conference!

    • Connect and collaborate with like-minded peers 
    • Learn from inspirational speakers with thought provoking content
    • Meet stakeholder partners with contemporary business solutions

    Start planning your 2022 NAPFA conference calendar now!

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Educational Opportunities