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2024 Playbook Series #1: AI and Advisors
Apr 24, 2024 3:00 PM - 4:00 PM EST
$49.00 - $99.00
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Learning Activity Title
Learning Activity Title
2024 Playbook Series #1: AI and Advisors
$49.00 - $99.00
2024 Playbook Series #1, Session #2: How To Employ AI in 2024
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
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Learning Activity Title
2024 Playbook Series #1, Session #2: How To Employ AI in 2024
1 NAPFA CE
$39.00 - $59.00
Q&A Session: Leveraging Social Media and Technology to Build Your Brand
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Q&A Session: Leveraging Social Media and Technology to Build Your Brand
1 NAPFA CE
$39.00 - $59.00
2024 Playbook Series #1, Session #3: What Are AI's Legal, Compliance, and Cybersecurity Implications in 2024?
Apr 24, 2024 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #1, Session #3: What Are AI's Legal, Compliance, and Cybersecurity Implications in 2024?
Multiple Credits
$39.00 - $59.00
Helping Your Clients Get More Free Money for College
2
1 NAPFA CE
1 CFP® CE
(3)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Helping Your Clients Get More Free Money for College
Multiple Credits
(3)
$0.00 - $39.00
Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)
2
1 NAPFA CE
1 CFP® CE
(4)
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)
Multiple Credits
(4)
$0.00 - $19.00
Women and Long-Term Care
2
1 NAPFA CE
1 CFP® CE
(5)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Women and Long-Term Care
Multiple Credits
(5)
$0.00 - $39.00
What I Wish I’d Known: A Panel of Young Professionals
On-Demand
1 NAPFA CE
(1)
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
What I Wish I’d Known: A Panel of Young Professionals
1 NAPFA CE
(1)
$39.00 - $59.00
Understanding Your Client’s Financial Personality
2
1 NAPFA CE
1 CFP® CE
(1)
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Understanding Your Client’s Financial Personality
Multiple Credits
(1)
$39.00 - $59.00
2023 Playbook Series #2, Session #3: Capstone on Building Trust and Earning Credibility in a Digital World
On-Demand
1 NAPFA CE
(1)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #2, Session #3: Capstone on Building Trust and Earning Credibility in a Digital World
1 NAPFA CE
(1)
$0.00 - $39.00
2023 Playbook Series #2, Session #2: Honing in - How Doubling Down on Serving a Specific Niche Can Multiply Results
On-Demand
1 NAPFA CE
(2)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #2, Session #2: Honing in - How Doubling Down on Serving a Specific Niche Can Multiply Results
1 NAPFA CE
(2)
$0.00 - $39.00
Redefining the Relationship Between RIA & Custodians
On-Demand
1 NAPFA CE
(3)
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Redefining the Relationship Between RIA & Custodians
1 NAPFA CE
(3)
$0.00 - $19.00
2023 Playbook Series #1, Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #1, Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients
1 NAPFA CE
$0.00 - $39.00
What You Need to Know About CREF Variable Annuity Accounts
On-Demand
No Credit
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
What You Need to Know About CREF Variable Annuity Accounts
No Credit
$0.00 - $39.00
TIAA Traditional – What You Need to Know About TIAA’s Traditional Fixed Annuity
On-Demand
No Credit
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
TIAA Traditional – What You Need to Know About TIAA’s Traditional Fixed Annuity
No Credit
$0.00 - $39.00
2023 Financial Planning Marketing Trends & Lookahead
On-Demand
1 NAPFA CE
(4)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Financial Planning Marketing Trends & Lookahead
1 NAPFA CE
(4)
$0.00 - $39.00
Finding Your Career Path – the Road to Success
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Finding Your Career Path – the Road to Success
1 NAPFA CE
$0.00 - $39.00
Master Class #3: Custom Content, Session #3: The Feedback
On-Demand
1.5 NAPFA CE
(1)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Master Class #3: Custom Content, Session #3: The Feedback
1.5 NAPFA CE
(1)
$0.00 - $39.00
Authentic and Effective Leadership Perspectives
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Authentic and Effective Leadership Perspectives
1 NAPFA CE
$39.00 - $59.00
Master Class #3: Custom Content, Session #2: The How
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Master Class #3: Custom Content, Session #2: The How
1 NAPFA CE
$0.00 - $39.00
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