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2024-2025 Self-Report: CLASSROOM/WEB
2024 - 2025 Continuing Education (CE) Guidelines

All NAPFA-Registered Financial Advisors who join NAPFA in 2024 on or before June 30, 2024, must complete 60 CEs in the two-year CE cycle, including an approved 2-CE Ethics course, with at least 30 of these 60 CEs coming from NAPFA or NAPFA-approved sources. Within these guidelines, you are responsible for deciding what educational programs/material you consider to be appropriate and valuable for your continuing professional development.

Prorated requirements for those who join NAPFA later in the CE cycle are:

  • If you join July - December 2024: 45 total CEs required, including an approved 2-CE course in Ethics, with at least 30 of these CEs coming from NAPFA or NAPFA-approved sources.
  • If you join January - June 2025: 30 total CEs required, including an approved 2-CE course in Ethics, with all 30 of these CEs coming from NAPFA or NAPFA-approved sources.
  • If you join July - December 2025: 15 total CEs required, including an approved 2-CE course in Ethics, with all 15 of these CEs coming from NAPFA or NAPFA-approved sources.

You may self-report any appropriate courses earned since the start of the two-year CE cycle, 1/1/2024, REGARDLESS OF WHEN YOU JOIN NAPFA during the two-year CE cycle. The 30 CEs required from NAPFA-approved sources (or 15 CEs for those joining on or after July 1, 2025) must be from live programs or recorded/self-study courses (excluding reading trade journals/magazines) that are offered by/accepted by NAPFA, CFP®, CFA, CPA, CLE, CLU, EA, ChFC, CIMA, CIMC, CPWA, CRPS, RICP, CDFA, AIF, IAR or state licensure requirements. 

All CEs must be earned within the two-year reporting period and may not be carried over to the next reporting period.

Summary
Availability: Self-Report
Cost: FREE
Credit Offered:
Self-Reported
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