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NAPFA Award Criteria
Learn more about the criteria for several prominent financial advisor awards, including the NAPFA Special Achievement Award, by visiting our website.
IAR CE Day
This live, virtual program delivers six hours of hard-to-find IAR CE in a single day, along with CFP® and NAPFA CE.
NAPFA Foundation One Hour Challenge
As financial advisors, NAPFA members are naturally attuned to helping others. With pro-bono advising, you can dramatically change lives of those who can’t afford your services. The NAPFA Foundation’s One Hour Challenge encourages members to give at least one hour of pro-bono service per year.
Member Application Process
Learn how to become a member of the National Association of Personal Financial Advisors by reviewing our online application process.
Educational Partners
NAPFA has partnered with several organizations to provide members with access to a variety of education and training.
Preconference: Final SECURE Act RMD Regulations Meets the Great IRA Wealth Transfer
Learn the latest IRS rules on RMDs, the impact of SECURE Act 2.0, and essential strategies for advisors managing the Great IRA Wealth Transfer. Examine new distribution options, mitigate taxes, and optimize planning for beneficiaries.
About Us
Learn more about the National Association of Financial Planners, including our history, our mission, and our financial advisor members, by visiting our website.
Schedule at a Glance - NAPFA Spring 2025 National Conference
Join us for the NAPFA Spring 2025 National Conference, where top financial advisors connect for insightful sessions, networking opportunities, and industry-leading expertise. Explore the Schedule at a Glance to plan your experience!
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