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Areas to Diversify – Other than a Portfolio
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Areas to Diversify – Other than a Portfolio
Multiple Credits
$0.00 - $39.00
Money Scripts 2.0
2
1.5 NAPFA CE
1.5 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Money Scripts 2.0
Multiple Credits
$39.00 - $59.00
The Art of Giving & Receiving Feedback
On-Demand
1 NAPFA CE
1 NAPFA CE (LIVE)
1 NASBA CPE (LIVE)
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
The Art of Giving & Receiving Feedback
Multiple Credits
Free
Dress for Success: The Power of Your Professional Presence
On-Demand
1 NAPFA CE
1 NAPFA CE (LIVE)
1 NASBA CPE (LIVE)
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Dress for Success: The Power of Your Professional Presence
Multiple Credits
Free
January 2022 Issue: The Paradoxical Life of the Outgoing Introvert
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
January 2022 Issue: The Paradoxical Life of the Outgoing Introvert
No Credit
Free
Legacy Conversations: With Your Clients, For Yourself
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Legacy Conversations: With Your Clients, For Yourself
Multiple Credits
$39.00 - $59.00
Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficult Issues
2
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Sometimes I Feel like a Therapist: Strategies for Helping Clients through Difficult Issues
Multiple Credits
Free
Exploring Your Attitudes, Values and Beliefs to Better Serve Your Clients
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Exploring Your Attitudes, Values and Beliefs to Better Serve Your Clients
Multiple Credits
$39.00 - $59.00
How Implicit Bias Impacts Conflict, and What You Can Do About It
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
How Implicit Bias Impacts Conflict, and What You Can Do About It
Multiple Credits
$0.00 - $39.00
Hearing the Signal through the Noise: Forecasting the Needs of Our Clients
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Hearing the Signal through the Noise: Forecasting the Needs of Our Clients
Multiple Credits
$39.00 - $59.00
Helping Women Reach Their Financial Goals
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Helping Women Reach Their Financial Goals
Multiple Credits
$39.00 - $59.00
Cultural Competencies for Planners who Serve Diverse Clients/Communities
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Cultural Competencies for Planners who Serve Diverse Clients/Communities
Multiple Credits
$39.00 - $59.00
The Art of Deepening Relationships
2
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
The Art of Deepening Relationships
Multiple Credits
Free
The Importance of Gender & Racial/Ethnic Diversity in Your Firm
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
The Importance of Gender & Racial/Ethnic Diversity in Your Firm
Multiple Credits
$0.00 - $39.00
March 2022 Issue: Build your Practice with Local TV by Kimberly Foss
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
March 2022 Issue: Build your Practice with Local TV by Kimberly Foss
No Credit
Free
Reframing Retirement for Broader Appeal
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Reframing Retirement for Broader Appeal
1 NAPFA CE
$39.00 - $59.00
Next Generation Engagement
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Next Generation Engagement
1 NAPFA CE
$39.00 - $59.00
Helping YOU and Your Clients Through Stress, Fear and Anxiety
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Helping YOU and Your Clients Through Stress, Fear and Anxiety
1 NAPFA CE
$0.00 - $39.00
Creating Legacy Letters and Ethical Wills for Clients
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Creating Legacy Letters and Ethical Wills for Clients
1 NAPFA CE
$39.00 - $59.00
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