This course bundle includes four webinars for 1.5 IAR CEs each (75 minutes):

Ethical Issues in Special Needs Planning
June 3 at 3 pm ET
Presenter: Mike Walther, CPA/PFS, CFP^®, CFA^®
(Ethics & Professional Responsibility)

Compliance Shake-Up: Protect Your RIA
July 1 at 3 pm ET
Presenter: Leila Shaver, JD
(Ethics & Professional Responsibility)

The New College Financial Landscape
October 1 at 3 pm ET
Presenter: Cozy Wittman 
(Products & Practice)

Social Security: Changes & Future Fixes
November 6 at 3 pm ET
Presenter: Martha Shedden, CRPC, RSSA 
(Products & Practice)

What if I miss a session?
If you miss a live session, the course will be available to you as an on-demand recording in NAPFA’s Learning Center after the program. You will need to successfully complete a 15-question quiz to earn the 1.5 IAR CEs. Recorded programs expire on June 30, 2026.

How/when are IAR CEs reported?
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. To ensure that any on-demand IAR CEs are reported in time for NASAA’s 12/26/2025 deadline, please complete any on-demand courses by 12/20/2025; NAPFA cannot guarantee CE reporting by year’s end after 12/20/2025.

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 FAQs .
• Not sure if you’re required to complete state-mandated IAR CEs? Check IAR CE Map - NASAA.

*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.