Improve client service and build business success with NAPFA continuing education that delivers valuable content from industry leaders and fulfills CE requirements.

NEW! Annual Learning Pass: Maximum learning at minimum cost

Secure your access to NAPFA webinars and in-person events bringing you the best in industry trends from experts you know and trust, helping you stay current in tax planning, investments, practice management and more. Genesis webinars not included.


Learning Pass Benefits:

  • Access to all live webinars for (1) year
  • 10% discount on NAPFA events
  • On-demand access if you miss the live event (Pending speaker permission. Live only webinars will be noted.

*The Webinar Subscription may not be cancelled once you have attended a webinar.

August 2021

Financial Wellness: Coaching for Behavior Change

Tuesday, August 03, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Hosted by the NAPFA Consumer Education Foundation (NCEF)

Support NCEF by volunteering or donating at

“Changing Lives Through Pro-bono Advice”

Presented by: Greg Ward, CFP®, Director, Financial Wellness Think Tank at Financial Finesse
1 NAPFA CE in in A – Financial Planning Process and 1 CFP® CE (pending approval)
Member: Free; Non-Member: Free

Register Here

Online Presence and SEO Best Practices for RIAs

Thursday, August 12, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Panelists: Jonny Swift, Brien Shanahan, Brent Carnduff
Playbook Emcee: Marie Swift, Impact Communications
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39

This is part of the NAPFA 2021 Playbook Series sponsored by Allianz.

Register Here

NAPFA Genesis Webinar - Student Loan Employee Benefits

Wednesday, August 18, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Jantz Hoffman, president of CSLA Financial Inc., and chairman/CEO of the CSLA Board of Standards
1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE
Member: $39; Non-Member: $59

Free to NAPFA Genesis members, courtesy of LLIS. To register for free, use the promo code emailed to you, or find it in the Announcement of the NAPFA Genesis community here.

Register Here

Assessing Inflation Risk in a Post-Pandemic Environment

Tuesday, August 24, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Eddy Vataru, Lead Portfolio Manager, Osterweis Total Return Fund
1 NAPFA CE in C – Investments, 1 CFP® CE, and 1 NASBA CE (field of study: Specialized Knowledge)
Member: $39; Non-Member: $59

Register Here

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

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

**Webinar titles subject to change.