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NAPFA Spring 2024 National Conference Proceedings ...
NAPFA Spring 2024 National Conference Proceedings – NAPFA CEs
This set of recordings from the NAPFA Spring 2024 National Conference contains 29 sessions offering 31.5 total NAPFA CEs.
These 29 recordings
are eligible for 31.5 NAPFA CEs. Once you actively watch the recording, you will automatically be awarded the NAPFA CE. You can stop a course recording at any time and pick up where you left off.
Courses are set to expire on May 31, 2025, except for one course noted on
the course spreadsheet
, which expires on 12/31/2024.
Before starting the courses, NAPFA members may upgrade these conference proceedings for $140 to include the 24.5 CFP CEs available for the programs with the passing of the associated quizzes. (Nonmembers pay $210 to upgrade.) For assistance upgrading, follow the prompts or contact
education@napfa.org
. You may also earn the CFP CE for any individual course offering it by paying $10 per course to access the associated CFP quiz.
Summary
Availability:
Access expires on 05/31/2025
Cost:
Member: $259.00
Non-Member: $289.00
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NAPFA Spring 2024 National Conference Proceedings – NAPFA CEs Course List
AI Applications in Financial Planning and Education
Artificial Intelligence - Compliance Concerns
Beyond Donor-Advised Funds: Exploring Tax-Efficient Giving and Philanthropic Strategies
Building Your Offering Starts with Your Team
Child-Free and Permanently Childless People
Common Tax Planning Pitfalls
Essentials of Private Markets
Estate Planning Toward a New Horizon
Facing the Challenges of Caregiving
Future Insights: Bridging Life Insurance and AI in Life Insurance Underwriting
High-Trust Client Meetings: Using Behavioral Science to Make Meetings More Meaningful
How to Find, Hire, Train, and Retain Top Talent for Your Firm
How to Include Disability Planning for Special Needs Families into your Practice
Is Today's Older Homeowner Sitting on a Gold Mine? Providing Client Solutions Through Untapped Housing Wealth
Keep Clients Forever: Accelerate Your Success with the Multigenerational Planning Conversation - S24 OD
Let’s Talk About Sex: An Overview of Sexual Orientation, Gender Identity, and LGBTQ+ Planning Issues
Long-Run & Near-Term Perspectives on the US Economy
Mastering the Art of Financial Planning for Business Owners
Mastering The Human Side of Advice
Navigating the Future: Technology and Cybersecurity for Regulatory Compliance in Wealth Management
Recognizing and Managing Physiological Stress
Rollover and Transfer Rules for Beneficiaries: Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plans
Running a Firm: Is it Different for Female Advisors?
Social Security and Medicare: Help Clients Maximize Benefits and Avoid Mistakes
Supporting Clients Through Aging and Loneliness
Tax Planning with the Sunset of the Tax Cuts and Jobs Act (TCJA)
The Unprecedented Insurance Crisis: Increased Rates & Non-Renewals
Understanding the Value of Your Business - S24 OD
Working With Pro Bono Clients in Financial Stress
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