Virtual Learning

NAPFA Virtual Learning Schedule

Plan ahead and make the most of your educational opportunities by registering for NAPFA’s webinars. These presentations are a convenient way to get valuable information about how to run your practice and serve your clients. You will receive pre-session information that you can follow on or off line during the presentation and there’s always time for Q&A at the end. Plus, webinars are an easy way to fulfill your continuing education requirements. Most of NAPFA’s webinars are recorded and available after the live session for a nominal fee.

February 2020

How the SECURE Act Changes Retirement (and Other) Planning

Wednesday, February 19 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS®, MSA, lead financial planning nerd at

Members: FREE / Non-members: $39

Financial Planning for Clients with Scarcity and Debt

Tuesday, February 25 at 1:00 pm ET (12:00 pm CT, 11:00 am PT)

Presented by Paul Lim, CRPC, CFP®, The Wealth Consulting Group

Member: FREE / Non-Member: FREE

What Compliance Means for You and Your Firm

Thursday, February 27, 2020 at 3:00 pm ET (2:00 pm CT, 12:00 noon PT)

Presented by Lori J. Neidel, Attorney and Founder of Adviser Compliance Services

Members: Free / Non-members: $39.00

Marketing Playbook Series

Please visit the NAPFA Online Store for recordings and to make additional purchases.

To register for all event webinars, please visit NAPFA Events.


Ethics Training through NAPFA

Ethics training will be offered as a part of conference proceeedings at all NAPFA National conferences.

Ethics training is approved to meet the CFP Board's "Code of Ethics and Professional Responsibility", and covers the NAPFA minimum requirement of 2 hours of CE credit in Ethics during every two-year cycle. Credit for this session will be uploaded to both the CFP Board and NAPFA Continuing Education reporting systems.