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.

January 2019

Digital Media - Which Strategy, and Best Practices (a NAPFA Peer-to-Peer Panel)

Wednesday, January 23, 2019 at 3:00 pm, ET

Presented by: Mitch Anderson, Holly Donaldson, Tad Herrington and Eric Roberge

Members: Free / Non-members: $39.00

Tax Planning

Wednesday, January 30, 2019 at 3:00 pm ET

Presented by: John McCarthy, CPA, Advisor Facing Tax

Members: $39.00 / Non-Members: $59.00 (Genesis members FREE)

February 2019

Exploring How Financial Therapy Can Aid in Financial Planning Practices

Friday, February 1, 2019 at 1:00 pm, ET

Presented by: Dr. Megan McCoy, Meghaan R. Lurtz and Preston D. Cherry

Members: $39.00 / Non-members: $59.00

How Implicit Bias Impacts Conflict, and What You Can Do About It

(This program is offered through NAPFA's Diversity and Inclusion Initiative)

Tuesday, February 12, 2019 at 3:00 pm, ET

Presented by: Kwame Christian, Esp., M.A., director of the American Negotiation Institute

FREE to all attendees

Third Annual "Ask Me Anything" with Michael Kitces

Wednesday, February 13, 2019 at 3:00 pm, ET

Presented by Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

Members: $39.00 / Non-members $59.00

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.