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.

August 2020

2020 Growth by Design Study Results

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

Presented by: Dan Inveen, Senior Consultant, TD Ameritrade Institutional, Lauren Forlenza, Senior Manager, TD Ameritrade Institutional

Sponsored by TD Ameritrade Institutional

SEO and Online Visibility Tactics for Financial Advisors

Tuesday, August 19 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Jonny Swift and 2 panelists

Members: Free; Non-members: $39

(Playbook Series)

IRC §1031 Tax-Deferred Exchanges – A Comprehensive Overview

Wednesday, August 26 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)
Presented by: Whitney Brennan, Vice President at IPX1031
Members: $39; Non-Member: $59

(NAPFA Genesis Webinar)


Is Your Career At A Crossroads?

Thursday, September 24 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)

Presented by: Allison Blake, COO, WorthPointe

Members: Free; Non-Member: $39

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

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.