IAR CE Add-On Package

NAPFA is pleased to offer an Investment Adviser Representative (IAR) Continuing Education (CE) add-on at the Spring 2026 National Conference. This add-on allows you to earn IAR CE credit by attending the eligible sessions listed below, either live at the conference or, for all sessions except CRP Ethics, through post-event recordings. All courses offer 1 IAR CE for the live or on-demand version except for CFP Ethics*, which is 2 CEs and offered LIVE ONLY.

IAR Eligible Sessions

Ethics & Professional Responsibility

• Are you Prepared? Cybersecurity Threats and Incident Response Strategies for 2026
• CFP Ethics: A Practical Application of CFP Board's Code and Standards*
• From Passwords to Crypto: What Every Advisor Must Know About Digital Legacy Planning
• Staying Compliant Worldwide - FBAR, FATCA, and Foreign Trust Reporting for High-Net-Worth Clients

Products & Practice

• Analyzing 1040s for Financial Planning Opportunities
• Understanding the Social Security Disability Determination Process
• Wealth in the Middle Lane: Estate Planning for the Middle Rich

*2-CE Ethics course is only available live, in person; recording will not be made available.