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.

November 2019

Critical Planning Strategies for Families with Special Needs

Tuesday, November 12 at 3:00 pm ET (2:00 CT, 12:00 pm PT)

Presented by Mary Anne Ehlert

Member: $39 / Non-member: $59

Understanding and Maximizing Social Security Benefits

Thursday, November 14 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Elaine Simmons, Social Security by Elaine

Member: $39 / Non-member: $59

How Powerful Tech Can Impact the Client Experience

Wednesday, November 20 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Andrew Altfest, CFP®, President, Altfest Personal Wealth Management

Member: $39 / Non-member: $59

December 2019

Charitable Giving - A valuable piece of the financial planning picture

Sponsored by Vanguard Charitable

Wednesday, December 4 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Greg Murray and Cindy VanAmburgh

Member: Free / Non-member: Free

Become your Clients Spending Coach - How to build a Cashflow and Money Coaching offer for your clients

Thursday, December 12 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Steve Crawford

Member: Free / Non-member: $39

The Art of Personal Brand Building

Wednesday, December 18 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Justin Castelli, CFP®, founder of RLS Wealth Management

Member: $39 / Non-member: $59

Marketing Playbook Series

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

Capstone Guide Available This Fall

Watch for this special report compiled by Susan Weiner, editor of NAPFA Advisor magazine, along with the Playbook subject matter experts. The guide will be your go-to resource for a quick refresher or a deeper dive into all of the marketing wisdom gleaned from the Marketing Playbook series.

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.