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NAPFA Fall 2022 National Conference Recordings - NAPFA & CFP Credit
Bundle
(1)
$399.00 - $449.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Fall 2022 National Conference Recordings - NAPFA & CFP Credit
Multiple Credits
$399.00 - $449.00
(1)
NAPFA Fall 2022 National Conference Recordings - NAPFA Credit Only
Bundle
(1)
$259.00 - $289.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Fall 2022 National Conference Recordings - NAPFA Credit Only
Multiple Credits
$259.00 - $289.00
(1)
Playbook #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
Playbook #1, Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients
1 NAPFA CE
$0.00 - $39.00
Negotiating 101: How to Advocate for Yourself (and Your Clients)
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Negotiating 101: How to Advocate for Yourself (and Your Clients)
1 NAPFA CE
$39.00 - $59.00
Complicated Social Security Case Analyses: The Details and Results
Apr 13, 2023 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
1 NASBA CPE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Complicated Social Security Case Analyses: The Details and Results
Multiple Credits
$39.00 - $59.00
Maximizing the IRA’s Value – Now and in the Future
Apr 06, 2023 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
1 EA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Maximizing the IRA’s Value – Now and in the Future
Multiple Credits
$0.00 - $39.00
Playbook #1, Session #2: Wowing with Service -- Moving Clients from Simply Satisfied to Raving Fans
On-Demand
1 NAPFA CE
(1)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Playbook #1, Session #2: Wowing with Service -- Moving Clients from Simply Satisfied to Raving Fans
1 NAPFA CE
$0.00 - $39.00
(1)
Top Regulatory Updates So You Can Sleep at Night – Part 2
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Top Regulatory Updates So You Can Sleep at Night – Part 2
Multiple Credits
$0.00 - $39.00
Asset Allocation in a Time of Stress
Apr 04, 2023 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Asset Allocation in a Time of Stress
Multiple Credits
Free
Playbook #1, Session #1: Measuring Client Satisfaction and Driving Referrals
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Playbook #1, Session #1: Measuring Client Satisfaction and Driving Referrals
1 NAPFA CE
$0.00 - $39.00
Why Spousal Lifetime Access Trusts (SLATs) Aren't for Everyone
2
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Why Spousal Lifetime Access Trusts (SLATs) Aren't for Everyone
Multiple Credits
Free
2023 Financial Planning Marketing Trends & Lookahead
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Financial Planning Marketing Trends & Lookahead
1 NAPFA CE
$0.00 - $39.00
Decumulation Diversification
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Decumulation Diversification
Multiple Credits
$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
Embracing Your Asset Allocation Opportunity
2
1 NAPFA CE
1 CFP® CE
(1)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Embracing Your Asset Allocation Opportunity
Multiple Credits
$0.00 - $39.00
(1)
Tax Planning Strategies Advisors Can Offer to Clients
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Tax Planning Strategies Advisors Can Offer to Clients
Multiple Credits
$39.00 - $59.00
Master Class #3: Custom Content, Session #3: The Feedback
On-Demand
1.5 NAPFA CE
$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
$0.00 - $39.00
The Intersection of Financial Planning and Divorce Litigation
2
1 NAPFA CE
1 CFP® CE
(1)
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
The Intersection of Financial Planning and Divorce Litigation
Multiple Credits
$39.00 - $59.00
(1)
The Future of Financial Aid - What Every Advisor Needs to Know
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
The Future of Financial Aid - What Every Advisor Needs to Know
Multiple Credits
$39.00 - $59.00
The Status and Outlook of the U.S. Economy and Monetary Policy
On-Demand
1.5 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
The Status and Outlook of the U.S. Economy and Monetary Policy
1.5 NAPFA CE
$39.00 - $59.00
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