IAR CE Add-On

For the second year, NAPFA is pleased to offer an Investment Adviser Representative (IAR) Continuing Education (CE) add-on at the Spring 2026 National Conference. For $35, this add-on allows you to earn IAR CE credit by attending the eligible sessions listed below, either live at the conference or, for select sessions, through post-event recordings. The IAR CE add-on enables seamless, automatic reporting to FINRA.

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

  • State Estate and Inheritance Taxes
  • Student Loan Planning Reloaded: Your OBBBA Roadmap for 2026 and Beyond State Estate and Inheritance Taxes**
  • Understanding the Social Security Disability Determination Process
  • Wealth in the Middle Lane: Estate Planning for the Middle Rich

All courses are for 1 IAR CE except for the live-only, 2-CE CFP Ethics course.

**Only available live, in person. Recordings will not be made available

IAR General Information

  • You can check your IAR CE status through your Financial Professional Gateway (FinPro) account.
  • For questions regarding your IAR CE requirement, check out NASSA's FAQs.
  • Not sure if you’re required to complete state-mandated IAR CEs? Check NASAA's IAR CE map.
  • Did you forget to add the package to your initial registration? Follow these steps to add it now.

Fee-Only. Fiduciary. Focused.

Join us this spring in The Twin Cities

Register Now