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Diversifying Highly Appreciated Securities with 351 ETF Conversions
Free webinar sponsored by Cambria Investment Management
Jul 31, 2025 3:00 PM - 4:00 PM ET
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Diversifying Highly Appreciated Securities with 351 ETF Conversions
Free webinar sponsored by Cambria Investment Management
Multiple Credits
$0.00 - $19.00
IAR CEs - Standard Package #2: Four On-Demand Courses from Spring 2025 Conference
Bundle
4 NAPFA CE available
4 CFP® CE available
$144.00 - $154.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
IAR CEs - Standard Package #2: Four On-Demand Courses from Spring 2025 Conference
Multiple Credits
$144.00 - $154.00
IAR CEs - Premium Annual Package: 12 Programs for 14 IAR CEs
Bundle
14 NAPFA CE available
15.5 CFP® CE available
3 NASBA CPE available
$288.00 - $298.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
IAR CEs - Premium Annual Package: 12 Programs for 14 IAR CEs
Multiple Credits
$288.00 - $298.00
IAR CEs - Standard Package #1: Four Webinars for 6 CEs
Bundle
6 NAPFA CE available
7.5 CFP® CE available
3 NASBA CPE available
$144.00 - $154.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
IAR CEs - Standard Package #1: Four Webinars for 6 CEs
Multiple Credits
$144.00 - $154.00
The New College Financial Landscape: Understanding ROI and Strategies to Keep Clients in Budget
Oct 01, 2025 3:00 PM - 4:15 PM ET
1.5 NAPFA CE available
1.5 CFP® CE available
1.5 NASBA CPE available
$40.00 - $50.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
The New College Financial Landscape: Understanding ROI and Strategies to Keep Clients in Budget
Multiple Credits
$40.00 - $50.00
From Rule to Reality: Advanced Marketing Compliance for Investment Advisors
3
1.5 NAPFA CE available
3 CFP® CE available
$40.00 - $50.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
From Rule to Reality: Advanced Marketing Compliance for Investment Advisors
Multiple Credits
$40.00 - $50.00
Social Security: Recent Changes & Future Fixes
Nov 06, 2025 3:00 PM - 4:15 PM ET
1.5 NAPFA CE available
1.5 CFP® CE available
1.5 NASBA CPE available
$40.00 - $50.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Social Security: Recent Changes & Future Fixes
Multiple Credits
$40.00 - $50.00
NAPFA Fall 2024 National Conference Proceedings
Bundle
25 NAPFA CE available
19 CFP® CE available
$549.00 - $649.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Fall 2024 National Conference Proceedings
Multiple Credits
$549.00 - $649.00
Diversifying Highly Appreciated Securities with 351 ETF Conversions
2
1 NAPFA CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Diversifying Highly Appreciated Securities with 351 ETF Conversions
1 NAPFA CE available
$0.00 - $19.00
Understanding Gold’s Role in Portfolio Stability
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Understanding Gold’s Role in Portfolio Stability
Multiple Credits
$0.00 - $19.00
Beyond Investments: How Advisors Are Growing AUM with Holistic Planning
On-Demand
1 NAPFA CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Beyond Investments: How Advisors Are Growing AUM with Holistic Planning
1 NAPFA CE available
$0.00 - $19.00
The Midwest Experience
Jul 29, 2025 5:00 PM - 8:00 PM CT
1 NAPFA CE available
1 CFP® CE available
$10.00 - $25.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
The Midwest Experience
Multiple Credits
$10.00 - $25.00
Ethical Issues in Special Needs Planning
3
1.5 NAPFA CE available
1.5 CFP® CE available
$40.00 - $50.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Ethical Issues in Special Needs Planning
Multiple Credits
$40.00 - $50.00
IAR CEs - Standard Package #3: Four On-Demand Courses from Fall 2025 Conference
Bundle
4 NAPFA CE available
4 CFP® CE available
$144.00 - $154.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
IAR CEs - Standard Package #3: Four On-Demand Courses from Fall 2025 Conference
Multiple Credits
$144.00 - $154.00
IAR CEs - Enhanced Package #3: Four Spring 2025 Plus Four Fall 2025 Conference Course Recordings
Bundle
8 NAPFA CE available
8 CFP® CE available
$240.00 - $250.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
IAR CEs - Enhanced Package #3: Four Spring 2025 Plus Four Fall 2025 Conference Course Recordings
Multiple Credits
$240.00 - $250.00
IAR CEs - Enhanced Package #2: Four Webinars & Four Fall 2025 Conference Recordings
Bundle
10 NAPFA CE available
11.5 CFP® CE available
3 NASBA CPE available
$240.00 - $250.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
IAR CEs - Enhanced Package #2: Four Webinars & Four Fall 2025 Conference Recordings
Multiple Credits
$240.00 - $250.00
IAR CEs - Enhanced Package #1: Four Live Webinars & Four Spring 2025 Conference Recordings
Bundle
10 NAPFA CE available
11.5 CFP® CE available
3 NASBA CPE available
$240.00 - $250.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
IAR CEs - Enhanced Package #1: Four Live Webinars & Four Spring 2025 Conference Recordings
Multiple Credits
$240.00 - $250.00
Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk
Multiple Credits
$0.00 - $19.00
Navigating Eldercare: Partnering with Care Managers
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Navigating Eldercare: Partnering with Care Managers
Multiple Credits
$0.00 - $39.00
How Complex Assets Can Fuel Clients’ Charitable Giving
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
How Complex Assets Can Fuel Clients’ Charitable Giving
Multiple Credits
$0.00 - $19.00
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