Learn the Basics of Comprehensive Financial Planning

NAPFA offers a unique educational program for new and prospective Fee-Only financial advisors: Practice Foundation.

Designed and led by veteran NAPFA members, Practice Foundation is your chance to hear “insider” information from high performers who launched their careers and businesses long ago, and have much to convey about the experience. Using a highly interactive format with a capstone to conclude the program, Practice Foundation will help you to move your business forward by imbuing you with years of knowledge in just six short hours. The next in-person program will be held in October 2021.

Practice Foundation – Practice Management
Practice Foundation is divided into two parts. In the practice management sessions, NAPFA members take you through all the key areas you will need to address as you launch and build your planning business.

Among the major topics: marketing, meeting with prospective clients, setting fees, contracts and client agreements, technology software and hardware, and compliance tools and information that you can start implementing immediately.

Practice Foundation – Capstone
The centerpiece of the program is the capstone. During this concluding session, experienced planners will discuss:

  • Questions you ask a new or prospective client and information you provide during an initial call or meeting
  • Details of your first meeting or conference call
  • The Financial Plan - how to approach it, the timeframe for preparation, presenting the plan and implementation
  • The next steps/follow-up meeting

Meet NAPFA members
Practice Foundation is held in conjunction with NAPFA’s national conferences, so you get the best of both worlds!

Your registration for Practice Foundation automatically includes all NAPFA conference meals, breaks, and networking activities. It’s a great way to make contacts in the Fee-Only planning business and find NAPFA members in your local area.

Who Should Attend
Financial advisors, registered representatives, insurance agents, CPAs – anyone looking to make the transition to developing a Fee-Only financial planning practice.