NAPFA Member Discount for Business Management and Client Communication Training

NAPFA members may receive a 20% discount to Herbers & Company Academy. This exclusive partnership will advance business management and client communication skills via virtual trainings and tools each month with Herbers & Company Academy.

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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.

See the most popular training programs at Academy

Key benefits include:

  • Attend live, biweekly training events and Q&A sessions
  • Access downloadable business planning, client communication, digital innovation, operations, employee management, technology, sales, and marketing tools and templates
  • Ask questions directly to other experts
  • Gain CFP Board continuing education (CE) credits
  • Attend deep-dive workshops to master interpersonal communication, leadership, sales, marketing, and growth trends

Join today