NAPFA New Member Orientation

New Member Orientation

Join us to learn how to make the most of your NAPFA membership.

Summary

Availability:

No future session

Cost:

FREE

Credit Offered:

No Credit Offered

Create Account

Recommended

2024-2025 Self-Report: CLASSROOM/WEB

30 NAPFA CE

FREE

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

2 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

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

1 NAPFA CE

$0.00 - $39.00

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

8 NAPFA CE

FREE

How to Write a Business-Building Book in 90 Days

1 NAPFA CE

$0.00 - $19.00

Understanding Gold’s Role in Portfolio Stability

Multiple Credits

$0.00 - $19.00

Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk

Multiple Credits

$0.00 - $19.00

Navigating Eldercare: Partnering with Care Managers

Multiple Credits

$0.00 - $39.00