lVirtual 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.

September 2020

Tales from the Trenches: Marketing that Works for Advisors Today

Wednesday, September 30, 2020 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)

Presented by: Marie Swift and a Panel of Three Advisors

Member: Free; Non-Member: $39

(2020 Playbook Series Webinar)

October 2020

Client Segmentation Strategies to Improve Profitability

Tuesday, October 6 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)

Presented by: Cameo Roberson, AAMS
Member: Free; Non-Member: $39

(2020 Playbook Series Webinar)

Helping Clients Plan for Higher Education Expenses

Thursday, October 15 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)

Presented by: Joanne Dashiell, Chief Marketing Officer, Private College 529 Plan and

Gail Holt, Dean of Financial Aid, Amherst College

Members: Free; Non-Member: Free

(This is a Partner Solutions webinar sponsored by Private College 529)

November 2020

Advertising on Social Media to Boost Your Brand

Tuesday, November 10 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)

Presented by: Jonny Swift, Impact Communications
Member: Free; Non-Member: $39

(2020 Playbook Series Webinar)

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

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

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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.