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.
September 2021
Advisor Well-Being Impacts Client & Firm Outcomes: How You Can Optimize Success
Thursday, September 23, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Dr. Jody Jacobson, Founder and CEO of The Human Skills Institute
1 NAPFA CE in L – Strategic Thinking
Member: Free; Non-Member: $59
AARP BankSafe: Empower Advisors & Fight Exploitation
Wednesday, September 29, 2021 3:00 PM (2:00 PM CT, 12:00 PM PT)
Presented by: Jilenne Gunther, MSW, JD, National Director of BankSafe, AARP
0.5 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: Free
This webinar is a repeat of NAPFA’s March 31st webinar on AARP's BankSafe program, so duplicate CE credit will not be awarded.
Sweeping Tax Law Implications for IRA's
Thursday, September 30, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Kelly LaVigne, JD/Vice President, Advanced Markets and Solutions
1 NAPFA CE in E – Retirement Planning, and 1 CFP® CE
Member: Free; Non-Member: $39
This webinar is sponsored by Allianz.
October 2021
Helping Clients Plan for Higher Education Expenses
Wednesday, October 06, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Jonathan Sparling, Director of Strategic Partnerships; Gail Holt, Dean on Financial Aid at Amherst College
1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE
Member: Free; Non-Member: Free
This is a Partner Solutions webinar sponsored by Private College 529 Plan
How Federal and State Programs Are Affecting Long-Term Care Insurance
Tuesday, October 19, 2021 3:00 PM (2:00 PM CT, 12:00 PM PT)
Presented by: Brian Gordon, CLTC, President of Murray A. Gordon & Associates (MAGA Ltd.) Long Term Care Planning
1 NAPFA CE in B – Insurance & Risk Management and 1 CFP® CE
Member: Free; Non-Member: $39
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To register for all event webinars, please visit NAPFA Events.
**Webinar titles subject to change.