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NAPFA Fall 2021 National Conference Recordings - N ...
NAPFA Fall 2021 National Conference Recordings - NAPFA & CFP® Credit
The complete set of recordings from the NAPFA Fall 2021 National Conference contains 24 sessions and includes 26.5 total NAPFA CEs.
These recordings are eligible for both NAPFA and CFP® CE.
Once you watch the recording, you will be awarded NAPFA CE and after you pass the quiz, NAPFA will upload your self-study credit to the CFP
®
Board of Standards within 2 weeks.
Summary
Availability:
On-Demand
Cost:
Member: $399.00
Non-Member: $449.00
Credit Offered:
23.5 NAPFA CE Credits
12.5 CFP® CE Credits
Contains:
26 Courses
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NAPFA Fall 2021 National Conference Recordings - NAPFA & CFP® Credit Course List
A Tale of Two Financial Plans: The Racial Wealth Gap
Beyond the Basis Points: The Value of (Your) Advice
Cultural Competencies for Planners who Serve Diverse Clients/Communities
Documents Clients Need to Keep on File
Emerging Markets - Changes That May Enhance Clients’ Portfolio Allocations
ESG, Impact, and Ethical Investing -- Motivation and Objectives
Exploring Your Attitudes, Values and Beliefs to Better Serve Your Clients
Hearing the Signal through the Noise: Forecasting the Needs of Our Clients
Helping Women Reach Their Financial Goals
How to Create Your "Personal Paradise"
Legacy Conversations: With Your Clients, For Yourself
Life Insurance Planning for High Net-Worth Clients
Moving with Client Resistance in Pro Bono Planning and Beyond
Personal Insurance: Protecting your Client's Lifestyle
Planning Strategies for a Changing Tax Environment
Reaching New Heights: A Client-Centric Approach to Strategic Growth
Social Security and Retirement Planning: A Hit or Myth Proposition
Succession Planning - Different Approaches ... Different Paths
Guide to the Changing Tax Environment: Tax Efficient Strategies in a Time of Uncertainty
The 10 Hardest Questions About Bitcoin, Blockchain and Crypto
The Do's and Do(ugh) Nots of Insurance
The SECURE Act & Other Developments That Significantly Impact Retirement Accounts
Tips & Techniques for Helping Fee-Only Planners Evaluate Rental Property for Clients
Understanding Cannabis Industry Basics and Evaluating Client Investment Opportunities
Delivering Massive Client Value Through Tax Planning in 2021
The Power of Cash Flow Planning
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30 NAPFA CE
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