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.
Access to subject matter experts and industry-leading education including:
- Natalie Choate – The 203 Best and Worst Planning Ideas for Retirement Benefits in a Post-SECURE World (2-hour deep dive)
- Tyrone Ross – Cryptocurrencies
- Heidi Ridley & Kathryn McDonald – Putting Environmental, Social, and Governance (ESG) Investment Ideas to Work in Advisor Portfolio
*The Webinar Subscription may not be cancelled once you have attended a webinar.
March 2021
Meeting Your Growth Goals in 2021 and Beyond: Practical Planning and Advice from Two Marketing Pros
Wednesday, March 10, 2021 3:00 PM (2:00 PM CT, 12:00 PM PT)
Co-Presented by: Marie Swift and Kristin Harad, CFP®
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.
Innovative Ways Life Insurance Can Minimize Risk
Wednesday, March 17 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Brian Ciccarelli, Disability & Term Specialist with LLIS
1 NAPFA CE in B - Insurance & Risk Management and 1 CFP® CE
Member: $39; Non-Member: $59
Free to NAPFA Genesis members, courtesy of LLIS.
Managing Medicare regarding Asset Management
Tuesday, March 23 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Keith Nabb, Principal of Affordable Medicare Solutions, Health & Medicare Sales and Education Professional
1 NAPFA CE in B - Insurance & Risk Management and 1 CFP® CE (pending approval)
Member: $39; Non-Member: $59
April 2021
Mastering the Conversation: Client Care, Self-Care, and Lessons Learned from 2020
Tuesday, April 06, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Panelists: Bonnie Sewell, John Enright, Heather Kelly
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.
Putting Environmental, Social, and Governance (ESG) Investment Ideas to Work in Advisor Portfolios
Monday, April 26, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Heidi Ridley, co-founder & CEO, Radiant ESG LLC, Kathryn McDonald, co-founder & Head of Investments and Sustainability, Radiant ESG LLC
1 NAPFA CE in C - Investments and 1 CFP® CE
Member: $39; Non-Member: $59
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.