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Conference recordings will be available soon under 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.