Improve client service and build business success with NAPFA continuing education that delivers valuable content from industry leaders and fulfills CE requirements.

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  • 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 – 2-hour Deep Dive (June)

Tyrone Ross – Cryptocurrencies (May)
Heidi Ridley & Kathryn McDonald – Putting Environmental, Social, and Governance (ESG) Investment Ideas to Work in Advisor Portfolios (April)
Keith Nabb – Managing Medicare Regarding Asset Management (March)

*The Webinar Subscription may not be cancelled once you have attended a webinar.

January 2021

Status and Outlook of the U.S. Economy

Wednesday, January 27, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: LaVaughn Henry, PhD, CBE, Banking and Regulatory Policy Analyst, Federal Deposit Insurance Corporation

1 NAPFA CE in I - Economic and Political Environment and 1 CFP® CE

Member: $39; Non-Member: $59

Register Here

February 2021

Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options

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

Presented by: Tom Pohlen, West Regional Director, Retirement Plan Consultants

1 NAPFA CE in E – Retirement Planning and 1 CFP® CE

Member: $0; Non-Member: $0

This is a Partner Solutions webinar sponsored by Retirement Plan Consultants.

Register Here

Implementing Your 2021 Strategy with Operations at the Wheel

Tuesday, February 9, 1:00 PM ET (12:00 PM CT, 10:00 AM PT)
Presented by: Shaun Kapusinski, Director, Technology & Operations, Sequoia Financial Group, Kaylyn Melia, Chief Operating Officer, Socius Family Office, Edgar Collado, Chief Financial Officer & Chief Operating Officer, Tobias Financial Advisors
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39

This is part of the 2021 Playbook Series

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Annual Compliance Review

Thursday, February 25, 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Darren Kane, Managing Partner

1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE (pending approval)

Member: $39; Non-Member: $59

*Webinar recording not available

Register Here

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

**Webinar titles subject to change.