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.

July 2019

Securing Your Firms Future

Thursday, July 25 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Vanessa Oligino, Director, Business Performance Solutions, TD Ameritrade Institutional

Member: FREE / Non-member: $39.00

Sponsored by TD Ameritrade Institutional

August 2019

Why Should I Care? The Importance of Gender and Racial/Ethnic Diversity in Your Firm

Wednesday, August 7 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Meredith Jones, Founder, MJ Alternative Investment Research LLC

Member: FREE / Non-member: $39.00

Social Media Savvy

Tuesday, August 13 at 3:00 pm ET (2:00 pm CT, 12: pm PT)

Presented by Jonny Swift, Impact Communications

Member: FREE / Non-member: $39.00

Part 5 of the Marketing Playbook Series

Best Practices for Delivering Financial Plans to Clients

Thursday, August 15 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Anglea Dorsey, CFP®, MBA, Mindy Cleveland, CFP®, Chuck Clifton, CFP®, CDFA and Marge Schiller, CFP®

Member: FREE / Non-member: $39.00

Advancing Fiduciary Advice

Wednesday, August 21 at 3:00 pm ET (2:00 pm CT, 12:00 pm PT)

Presented by Knut A. Rostad, MBA, AIF®, president, Institute for the Fiduciary Standard

Member: FREE / Non-member: $39.00

A NAPFA Genesis webinar

NEW Marketing Playbook Series

FREE Webinars to Enhance & Improve Your Marketing Strategy

NAPFA's new Marketing Playbook Series features tips to wow your clients, out-run your competition and win the client acquisition game. The series includes these sessions:

April 23 – Marketing that Works for Advisors Today
May 7 – A Bountiful Harvest of New Clients

June 25 – Improving Your Online Presence
July 11 – Mastering the Digital Prospecting Formula
Aug. 13 – Social Media Savvy
Sept. 25 – Using Content to Attract Ideal Clients

Click here for Webinar descriptions and speaker details and to register. Archives will also be available if you miss a live session. These webinars are free for members and only $39 for non-members.

To register for all webinars, please visit NAPFA Events.

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


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.

Ethics Training through NAPFA

Ethics training will be offered as a pre-conference session at both the 2019 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.