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.

December 2020

Potential 2021 Tax Updates and Ensuing Planning Opportunities

Thursday, December 3 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: John Schuman, JD, CFP®, CPA (inactive), Chief Planning Officer, Chief Compliance Officer, Co-CEO, Budros, Ruhlin & Roe, Inc.

Member: $39; Non-Member: $59

Best Ideas and Year-In-Review

Wednesday, December 9 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Marie Swift, Impact Communications
Member: Free; Non-Member: $39

(2020 Playbook Series Webinar)

Charting Your Career Path

Wednesday, December 16 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Caleb Brown, CEO and co-founder of New Planner Recruiting
1 NAPFA CE in K – Marketing and Practice Management
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.


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.