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.

September 2018

Working with the Media

Thursday, September 20, 2018 at 3:00 pm ET

Presented by: Jeffrey Levine CPA/PFS, CFP®, CWS®, MSA, of Fully Vested Advice

Members: $39 / Non-Members: $59.00

Late-Stage College Planning Strategies You Don’t Know About But Should

Tuesday, September 25, 2018 at 3:00 pm ET

Presented by Chris Wills

Members: $39 / Non-Members: $59

The 2018 FA Insight Study of Advisory Firms: Growth by Design Key Insights & Trends Webcast

Thursday, September 27, 2018 at 3:00 pm ET

Presented by Dan Nuveen and Eliza De Pardo

Members: Free / Non-members: Free

October 2018

Modern Trust Basics for the Financial Adviser

Tuesday, October 9, 2018 at 3:00 pm ET

Presented by Martin Shenkman

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.

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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.