Thank you for joining us in Phoenix!

Experience the NAPFA Spring 2025 National Conference

Couldn’t make it to Phoenix? Access the best of the conference with a bundle of 35 session recordings packed with actionable strategies. Refine your practice, elevate client service, and strengthen your commitment to the Fee-Only approach. (If you attended the conference, click here to purchase a discounted Proceedings package.)

Earn CEs with Ease:

• 35 NAPFA CEs: Automatically awarded after actively watching the full recording.
• 26 CFP® CEs: Pass a quick quiz after viewing to earn credit.
• 4 IAR CEs: Pass a quiz after viewing. You'll be asked for your CRD number when you start the courses. (The table at right does not yet list IAR CEs but they ARE available.)

Learn on Your Schedule:
Start, stop, and resume recordings at your own pace. CFP® and IAR quizzes can be taken in a separate session as well, giving you ultimate flexibility.

Access Now

Cost:

- Member: $550
- Non-Member: $650

Important Details:

• All courses are available through December 31, 2026, except for four coursees offering IAR CEs, which expire June 30, 2026. IAR CEs must be completed by 12/20/2025 to count with FINFA for 2025.
• CFP® and IAR CE credits are reported to the CFP Board within two weeks of completion.

This bundle offers essential insights and practical tools to enhance your Fee-Only financial planning practice and deliver greater value to your clients. Whether you're catching up or exploring for the first time, now's your chance to experience the learning that defines NAPFA’s commitment to excellence!

Conference recordings are available in the NAPFA Learning Center.

Continuing Education

NAPFA is an approved CFP® CE provider.

CFP CEs are subject to acceptance.

NAPFA is an IRS-approved sponsor for Enrolled Agents

National Association of Personal Financial Advisors (NAPFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.

Sponsor # 104015

Number of sessions qualifying for CPE credit: *TBD

Delivery Method: Group Live

Level of learning: Overview

Advance preparation: None

Prerequisites: None

Investment Adviser Representative (IAR) Continuing Education (CE)

NAPFA is an approved IAR CE course provider and, based on acceptance, will offer 6 IAR CE credits for the five asterisked courses in the agenda (3 CEs in “Products & Practice” and 3 CEs in “Ethics & Professional Responsibility”). These courses (excluding the 2-CE Ethics course) will also be made available to purchasers in self-study format in NAPFA’s Learning Center, based on acceptance.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are NAPFA's and do not necessarily reflect the views of NASAA or any of its member jurisdictions.