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NAPFA Fall 2023 National Conference Proceedings fo ...
NAPFA Fall 2023 National Conference Proceedings for Non-Attendees – NAPFA & CFP® CEs
This set of recordings from the NAPFA Fall 2023 National Conference contains 29 sessions offering 31.5 NAPFA CEs and 24.5 CFP® CEs.
These 29 recordings
are eligible for both NAPFA CE and CFP
®
CE as noted.
You will automatically be awarded NAPFA CE after you actively watch the full recording, and you can earn the CFP
®
CE by passing the associated quiz after viewing the program. NAPFA will report the CE to CFP
®
within 2 weeks.
You can stop a course recording at any time and pick up where you left off, and you can earn the NAPFA CE now and return to the CFP quiz at a later date. Courses expire on December 31, 2024 unless otherwise noted..
Summary
Availability:
On-Demand
Expires on 12/31/2024
Cost:
Member: $399.00
Non-Member: $499.00
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NAPFA Fall 2023 National Conference Proceedings for Non-Attendees – NAPFA & CFP® CEs Course List
A Goal-Based Approach to Retirement Income Planning
A Practical Guide to Policy Reviews
AI and Automation Tools for Financial Advisory Firms
Alternatives: Think Beyond 60/40
An Advisor's Guide to Property and Casualty Insurance Reviews
BREAKING THROUGH BIAS: Communication Techniques for Women to Succeed at Work
Content Marketing for Financial Planners: Four Ideas for Telling Your Story and Connecting With Clients
Current Deal Structure Landscape – Equity Ownership Options for the Next Generation
Education Legacy Planning: Top Strategies for Grandparents
Estate Planning for the Next Generation
Financial Planning as An Employer Benefit
Financing Operational Cashflow for Advisory Practices
Getting to Page One on Google: Winning SEO for Financial Advisors
Gray Divorce and the Wealth Advisory Impact
Housing Wealth in a Retirement Plan
Modern Day Estate Organizing: Why Technology is a Complexity Multiplier
Navigating Uncharted Opportunities with AI and ChatGPT and their Applications in Personal Financial Planning
Optimizing Withdrawal Strategies under the SECURE Act(s)
Relative Value of Fixed Income in the Post Fed Tightening World
Responding to the Pandemic-Era Uptick in Financial Exploitation
Risk Management Considerations within Fee-Only Firms
The Art and Science of Risk
The Emotionally Intelligent Advisor: Boost your Success with Stronger EI
The Future of Financial Aid: What Every Advisor Needs to Know
The Importance of the Discovery Meeting
The Psychology of Advice: Using Behavioral Science to Build Trust and Help Clients
The Road Ahead: Comprehensive Future Planning for People with Special Needs
The Tools of Domestic & International Asset Protection
Three Factors Key to M&A Partnership Success
Unlocking the Secrets to an Affordable College Education for Everyone
What to Expect in a Regulatory Exam
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