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A Planner’s Path to Management and Ownership
Aug 17, 2022 3:00 PM - 4:00 PM EST
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Planner’s Path to Management and Ownership
1 NAPFA CE
$39.00 - $59.00
Career Planning for High School Students: Ensuring Long-Term Financial Wellness & Happiness
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Career Planning for High School Students: Ensuring Long-Term Financial Wellness & Happiness
Multiple Credits
$0.00 - $39.00
A Proactive Approach to Long-Term Care Planning
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Proactive Approach to Long-Term Care Planning
Multiple Credits
$0.00 - $39.00
Master Class #3: Custom Content, Session #1: The What
Aug 24, 2022 4:00 PM - 5:00 PM EST
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Master Class #3: Custom Content, Session #1: The What
1 NAPFA CE
$0.00 - $39.00
Innovative Retirement Plan Design Strategies
2
1 NAPFA CE
1 NAPFA CE (LIVE)
1 CFP® CE
1 CFP® CE (LIVE)
1 NASBA CPE (LIVE)
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Innovative Retirement Plan Design Strategies
Multiple Credits
Free
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
5 Actions CFPs Can Take to Narrow the Racial Wealth Gap
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
5 Actions CFPs Can Take to Narrow the Racial Wealth Gap
Multiple Credits
$39.00 - $59.00
A Tale of Two Financial Plans: The Racial Wealth Gap
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Tale of Two Financial Plans: The Racial Wealth Gap
Multiple Credits
$39.00 - $59.00
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
Financial Planning for Clients with Scarcity & Debt
2
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Financial Planning for Clients with Scarcity & Debt
Multiple Credits
Free
Financial Wellness: Coaching for Behavior Change
2
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Financial Wellness: Coaching for Behavior Change
Multiple Credits
Free
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
Master Class #2: Push Strategies, Session #1: The What
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Master Class #2: Push Strategies, Session #1: The What
1 NAPFA CE
$0.00 - $39.00
Best Practices for Delivering Financial Plans to Clients (Peer-to-Peer Panel)
On-Demand
1 NAPFA CE (LIVE)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Best Practices for Delivering Financial Plans to Clients (Peer-to-Peer Panel)
1 NAPFA CE (LIVE)
$0.00 - $39.00
Advice for Job Seekers and Employers in Financial Planning Firms
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Advice for Job Seekers and Employers in Financial Planning Firms
1 NAPFA CE
$39.00 - $59.00
A Bountiful Harvest of New Clients (Marketing Playbook 2/6)
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Bountiful Harvest of New Clients (Marketing Playbook 2/6)
1 NAPFA CE
$0.00 - $39.00
Your Biggest Marketing Questions, Answered
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Your Biggest Marketing Questions, Answered
1 NAPFA CE
$39.00 - $59.00
Working with the Media: How to Endear Yourself to (or Alienate) a Journalist
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Working with the Media: How to Endear Yourself to (or Alienate) a Journalist
1 NAPFA CE
$0.00 - $39.00
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