August 2023 Issue: Lessons Learned on the Journey of Loving Our CRM System

Summary

Availability:

On-Demand

Cost:

FREE

Credit Offered:

No Credit Offered

Create Account

Recommended

Diversifying Highly Appreciated Securities with 351 ETF Conversions

Free webinar sponsored by Cambria Investment Management

Multiple Credits

$0.00 - $19.00

2024-2025 Self-Report: CLASSROOM/WEB

30 NAPFA CE

FREE

2024-2025 Self-Report: TEACHING/PRESENTING (up to 8 CEs per cycle)

8 NAPFA CE

FREE

2024-2025 Self-Report: READING (up to 8 CEs per cycle)

8 NAPFA CE

FREE

2024-2025 Self-Report: PRO BONO (up to 4 CEs per cycle)

4 NAPFA CE

FREE

2024-2025 Self-Report: 2-CE ETHICS COURSE

2 NAPFA CE

FREE

November 2023 Issue: Help Aging Clients Discuss Their Priorities

No Credit

FREE