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

NEW! Annual Learning Pass: Maximum learning at minimum cost

Secure your access to NAPFA webinars and in-person events bringing you the best in industry trends from experts you know and trust, helping you stay current in tax planning, investments, practice management and more. Genesis webinars not included.


Learning Pass Benefits:

  • 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.

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

June 2021

Behavioral Finance: The Power of Behavior to Build Health + Wealth

Tuesday, June 1, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Jennifer Pearce, VP, Business Development, Transamerica

1 NAPFA CE in J – Communications and 1 CFP® CE

Member: Free; Non-Member: Free

This is a Partner Solutions webinar sponsored by Transamerica.

Register Now

Becoming Referable: The Strategies That Are Working Right Now

Wednesday, June 9, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Panelists: Stephen Wershing and Julie Littlechild

Playbook Emcee: Marie Swift, Impact Communications

1 NAPFA CE in K – Marketing and Practice Management

Member: Free; Non-Member: $39

This is part of the NAPFA 2021 Playbook Series sponsored by Allianz.

Register Here

NAPFA Genesis Webinar - 12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself)

Wednesday, June 16, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, founder of Shenkman Law
1 NAPFA CE in F-Estate Planning and 1 CFP® CE
Member: $39; Non-Member: $59
Free to NAPFA Genesis members, courtesy of LLIS. To register for free, use the promo code emailed to you, or find it in the Announcement of the NAPFA Genesis community here.

Register Here

200+ Best (and Worst) Planning Ideas for Your Client’s Retirement Benefits

Thursday, June 24, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Natalie Choate, attorney with Nutter McClennen & Fish LLP
2 NAPFA CEs in E – Retirement Planning and 2 CFP® CEs
Member: $69; Non-Member: $99

Register Here

July 2021

Enhancing Her Client Experience: Strategies for the Women's Wealth Evolution

Wednesday, July 28, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Laura McDowell, CFP®, CIMA®, AIF®, Western Regional Director-RIA Channel for Charles Schwab & Co., Inc.
1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE
Member: $39; Non-Member: $59

Register Here

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

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

**Webinar titles subject to change.