Earn 4 IAR CEs from Spring 2025 Conference recordings
This course bundle includes four sessions recorded at NAPFA's Spring 2025 National Conference on May 7-10, for 1.0 IAR CE each with the successful completion of a quiz (plus NAPFA CE, and CFP CE with a quiz). The box at right does not yet show IAR CEs, but they ARE available.
Courses expire June 30, 2026. You'll be asked to provide your individual CRD number when you start a course
. IAR CEs will be reported within 30 days of the program.
Navigating the SEC’s Marketing Rule Presenter: Leila Shaver, JD
(Ethics & Professional Responsibility)
Early Retirees & Health Insurance Gap Presenter: Matt Allen
(Products & Practice)
Asset Location StrategyPresenter: Brian Balduzzi, Esq., Tax LL.M., MBA, CFP, CEPA, AEP, IPA
(Products & Practice)
Charitable Planning StrategiesPresenter: Scott Levin, JD, LL.M, MBA, CFP, ChFC, CAP, MCEP
(Products & Practice)
What if I have further questions? • You can check your IAR CE status through your
Financial Professional Gateway (FinPro) account.
• For questions regarding your IAR CE requirement, check out
NASAA's FAQs.
• Not sure if you’re required to complete state-mandated IAR CEs? Check
NASAA's IAR CE map.
*NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are NAPFA's and do not necessarily reflect the views of NASAA or any of its member jurisdictions.