Virtual Learning

NAPFA Webinar 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 2018

Helping Your Clients Manage Their Credit History and Score, and Protect Themselves from ID Theft

Wednesday, November 28, 2018 at 3:00 pm ET

Presented by Karen Chan, CFP®, Karen Chan Financial Education & Consulting

Members: Free / Non-members: Free

Racial Diversity in Financial Planning: Where we are and where we must go

(Sponsored by NAPFA’s Diversity & Inclusion Initiative)

Friday, November 30, 2018 at 3:00 pm ET

Presented by Marilyn Mohrman-Gillis, CFP Board Center for Financial Planning

Members: Free / Non-members: Free

December 2018

Incorporating Sustainable, Responsible and Impact Investing into Your Financial Advisory Practice

Tuesday, December 11, 2018 at 3:00 pm ET

Presented by Meg Voorhes, US SIF / Michael Kramer, Natural Investments /

Kathleen McQuiggan, Artemis Financial Advisors

Members: $39.00 / Non-members: $59.00

Enterprise-Wide Cybersecurity - Keeping Your Firm on Solid Ground

Thursday, December 13, 2018 at 3:00 pm ET

Presented by: Bryan Baas, TD Ameritrade Institutional

Members: Free / Non-members: $59.00

(This is the last part of the 4-part Large Firm Webinar Series, sponsored by DPL Financial Partners)

To register for all webinars, please visit NAPFA Events.

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


NAPFA’s Self Study Program - Are you interested in joining the many NAPFA members who have shared their industry knowledge by presenting a Webinar? Contact Robin Gemeinhardt at 847-483-5400 ext. 105.

Ethics Training through NAPFA

Ethics training will be offered as a pre-conference session at both the 2018 NAPFA Spring and NAPFA Fall 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.