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.

June 2020

Empowering Clients to Retire on the Home

Thursday, June 4, 2020 at 3:00 p.m. ET (2:00 p.m. CT, 12:00 p.m. PT)

Presented by: Jerry Auippa, Sr. Account Executive & Chris Mayer, PhD, Chief Executive Officer, Longbridge Financial
Member: Free; Non-Member: $39

Navigating the College Process in the New COVID-19 World

Wednesday, June 10 at 3:00 p.m. ET (2:00 p.m. CT, 12:00 p.m. PT)

Presented by: Cozy Wittman, Subject-Matter Expert on Late-Stage College Planning
Member: Free; Non-Member: $39

Student Loans and the Coronavirus Aid, Relief, and Economic Security Act

Thursday, June 18 at 3:00 p.m. ET (2:00 pm CT, 12:00 pm PT)

Presented by: Heather Jarvis, Attorney & Student Loan Law Expert
Member: Free; Non-Member: $39

How to Give Your Clients Exactly What They Want

Wednesday, June 24 at 3:00 p.m. ET (2:00 pm CT, 12:00 pm PT)

Presented by: Stephen Wershing, CFP®
Member: Free; Non-Member: $39

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.