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Women and Long-Term Care
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
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Learning Activity Title
Women and Long-Term Care
Multiple Credits
$0.00 - $39.00
2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion
On-Demand
1 NAPFA CE
(3)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion
1 NAPFA CE
(3)
$0.00 - $39.00
What I Wish I’d Known: A Panel of Young Professionals
On-Demand
1 NAPFA CE
$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
$39.00 - $59.00
Understanding Your Client’s Financial Personality
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Understanding Your Client’s Financial Personality
Multiple Credits
$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
$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
$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
$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
$0.00 - $39.00
2023 Playbook Series #2, Session #1: Magnetic Marketing: Niching in with Ideal Client Personas and Hyper-Relevant Messaging-On Demand
On-Demand
1 NAPFA CE
(3)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #2, Session #1: Magnetic Marketing: Niching in with Ideal Client Personas and Hyper-Relevant Messaging-On Demand
1 NAPFA CE
(3)
$0.00 - $39.00
Redefining the Relationship Between RIA & Custodians
On-Demand
1 NAPFA CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Redefining the Relationship Between RIA & Custodians
1 NAPFA CE
$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
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
2023 Playbook Series #1, Session #2: Wowing with Service -- Moving Clients from Simply Satisfied to Raving Fans
On-Demand
1 NAPFA CE
(4)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #1, Session #2: Wowing with Service -- Moving Clients from Simply Satisfied to Raving Fans
1 NAPFA CE
(4)
$0.00 - $39.00
Top Regulatory Updates So You Can Sleep at Night – Part 2
2
1 NAPFA CE
1 CFP® CE
(1)
$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
(1)
$0.00 - $39.00
2023 Playbook Series #1, Session #1: Measuring Client Satisfaction and Driving Referrals
On-Demand
1 NAPFA CE
(1)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #1, Session #1: Measuring Client Satisfaction and Driving Referrals
1 NAPFA CE
(1)
$0.00 - $39.00
Why Spousal Lifetime Access Trusts (SLATs) Aren't for Everyone
2
1 NAPFA CE
1 CFP® CE
(5)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Why Spousal Lifetime Access Trusts (SLATs) Aren't for Everyone
Multiple Credits
(5)
$0.00 - $39.00
2023 Financial Planning Marketing Trends & Lookahead
On-Demand
1 NAPFA CE
(2)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Financial Planning Marketing Trends & Lookahead
1 NAPFA CE
(2)
$0.00 - $39.00
Decumulation Diversification
2
1 NAPFA CE
1 CFP® CE
(1)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Decumulation Diversification
Multiple Credits
(1)
$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
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
Old Insurance Policies: Should They Stay, or Should They Go?
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Old Insurance Policies: Should They Stay, or Should They Go?
Multiple Credits
$39.00 - $59.00
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