Improve client service and build business success with NAPFA continuing education that delivers valuable content from industry leaders and fulfills CE requirements.
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.
January 2022
Master Class #1: Using Gated Lead Magnets as a "Pull Strategy"
Session #1 (of 3): The WHAT
Wednesday, Jan. 26, 2022, 4:00 PM (3:00 PM CT, 1:00 PM PT)
Presented by: Marie Swift, President and CEO of Impact Communications; Jonny Swift, Director of Social/Digital Strategy at Impact Communications; and Claire Akin, President and CEO of Indigo Marketing Agency
3.5 NAPFA CE in K - Marketing & Practice Management when you complete all three sessions in this Master Class.
Member: Free; Non-Member: $100 includes three sessions
February 2022
Student Loan Repayment and Forgiveness Update
Wednesday, February 09, 2022 3:00 PM (2:00 PM CT, 12:00 PM PT)
Presented by: Fred Amrein, Founder/CEO, PayForED
1 NAPFA CE in A – Financial Planning Process, 1 CFP® CE, and 1 NASBA CE (field of study: Specialized Knowledge)
Member: $39; Non-Member: $59
Master Class #1: Using Gated Lead Magnets as a "Pull Strategy"
Session #2 (of 3): The HOW
Wednesday, Feb. 23, 2022, 4:00 PM (3:00 PM CT, 1:00 PM PT)
Presented by: Marie Swift, President and CEO of Impact Communications; Jonny Swift, Director of Social/Digital Strategy at Impact Communications; and Claire Akin, President and CEO of Indigo Marketing Agency
3.5 NAPFA CE in K - Marketing & Practice Management when you complete all three sessions in this Master Class.
Member: Free; Non-Member: $100 includes three sessions
March 2022
Analyzing the “American Families Plan” Tax Proposal
Tuesday, March 8, 2022 3:00 PM - 4:00 PM (2:00 PM CT, 12:00 PM PT
Presented by: Jeffrey Levine, CPA/PFS, CFP®, CWS®, AIF®, MSA - Lead Financial Planning Nerd for Kitces.com, Chief Planning Officer at Buckingham Wealth Partners, Lead Creator and Content Expert for Savvy IRA Planning®
1 NAPFA CE in D – Income Tax Planning, 1 CFP® CE, and 1 NASBA CE (field of study: Taxes)
Content Level: Intermediate
Member: $39; Non-Member: $59
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**Webinar titles subject to change.