Self-Report: 2-CE Ethics Course - The National Association of Personal Financial Advisors

Self-Report: 2-CE Ethics Course

2022 - 2023 Continuing Education (CE) Guidelines

NAPFA-registered members are required to complete an approved 2-CE Ethics program every two years.

Summary


Cost:	FREE


Credit Offered:	Self-Reported

Create Account

Recommended

Self-Report: Classroom/Web

30 NAPFA CE

FREE

Self-Report: Reading

8 NAPFA CE

FREE

Self-Report: Teaching/Presenting

8 NAPFA CE

FREE

Self-Report: Pro Bono

4 NAPFA CE

FREE

Unpacking Social Security: A Guide to Addressing Common Questions

Multiple Credits

$0.00 - $39.00

Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes

1 NAPFA CE

$0.00 - $39.00

(2)

Tax Planning as a Year-Round Sport

Multiple Credits

$0.00 - $39.00

(6)

2023 Playbook Series #3, Session #3: Capstone on Conversational Selling Skills and the Art of Influence

1.5 NAPFA CE

$0.00 - $39.00

2023 Playbook Series #3: Conversational Selling Skills and the Art of Influence

1.5 NAPFA CE

$0.00 - $117.00

(1)