Image For Activity Cover
Self-Report: Classroom/Web
2022 - 2023 Continuing Education (CE) Guidelines

All NAPFA-Registered Financial Advisors who join NAPFA on or before June 30, 2022, 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 2022: 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 2023: 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.
  • In you join July - December 2023: 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.


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
Recommended
Powered By