NAPFA has partnered with the following organizations to provide members with access to a variety of education and training.

NAPFA AARP BankSafe Program

NAPFA is proud to work with AARP as a founding distributor of its BankSafe training program. This program offers a free, online training platform developed in collaboration with more than 2,000 industry professionals to help financial advisors identify and stop suspected financial exploitation of older clients. The training has already protected 11 million consumers and stopped more than $23 million from exploitation.

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Herbers & Company Academy

NAPFA has partnered with Herbers & Company Academy for members to receive a 20% discount on virtual trainings and tools each month with Herbers & Company Academy. Specific to financial advisory firms, Herbers & Company Academy is online, 24/7 access to training programs, tools, and insights. They cover topics such as business planning, client experience, client communication, digital innovation, operations, employee management, technology, sales, and marketing.

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NAPFA Medicare Interactive Pro On-line Training

NAPFA has partnered with the Medicare Rights Center, the country’s largest independent source of Medicare information and advice, to offer Medicare Interactive Pro (MI Pro). If you want to learn more about Medicare to better serve clients and need a reliable and convenient educational resource- Medicare Interactive Pro (MI Pro) is for you.

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NARSSA RSSA eLearning Program

NAPFA has partnered with The National Association of Registered Social Security Analysts (, the nation’s leading membership organization for financial professionals and advisors engaged in Social Security advisory. If you want to learn more about Social Security to better serve clients, the RSSA eLearning program is for you. Become an expert Social Security Advisor - a Registered Social Security Analyst

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