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

2023 Playbook #1: Improving the Client Experience and Attracting Ideal Clients

3.5 NAPFA CE

$0.00 - $117.00

Playbook #1, Session #2: Wowing with Service -- Moving Clients from Simply Satisfied to Raving Fans

1 NAPFA CE

$0.00 - $39.00

(1)

Top Regulatory Updates So You Can Sleep at Night – Part 2

Multiple Credits

$0.00 - $39.00

Playbook #1, Session #1: Measuring Client Satisfaction and Driving Referrals

1 NAPFA CE

$0.00 - $39.00

(1)

Playbook #1, Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients

1.5 NAPFA CE

$0.00 - $39.00

Self-Report: Teaching/Presenting

8 NAPFA CE

FREE

Decumulation Diversification

Multiple Credits

$0.00 - $39.00

Self-Report: Pro Bono

4 NAPFA CE

FREE