false
OasisLMS
Skip Navigation Links
Home
My Courses
My Education History
Calendar
Self-Report CE
My CE Summary Report
Getting Started
FAQs
NAPFA.org
Menu
Home
My Courses
My Education History
Calendar
Self-Report CE
My CE Summary Report
Getting Started
FAQs
NAPFA.org
Hamburger Menu
Catalog
Calendar
Getting Started
Login
User Login
Continue with Google
OR
Email
Required
Password
Required
Logging In…
Create Account
Forgot Password
×
Previous
Next
Search Result for:
CFP® CE
Catalog
Search
Browse:
Subject Area
Content Level
CE Type
Interest Area
Product Type
3
True
Courses
9
False
Content
10
False
Videos
12
False
PDFs
16
False
Others
Featured Courses
Sort By
select
Price: Low to High
Price: High to Low
Popularity
Most Recent
Oldest First
Alphabetical (A-Z)
Alphabetical (Z-A)
Most Relevant
Catalog Display Mode
Catalog Display Mode
×
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
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
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
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
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
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
Multiple Credits
$0.00 - $19.00
Safeguarding Your Future with Term Life Insurance
2
1 NAPFA CE available
1 CFP® CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Safeguarding Your Future with Term Life Insurance
Multiple Credits
$39.00 - $59.00
Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos
2
1 NAPFA CE available
1 CFP® CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos
Multiple Credits
$39.00 - $59.00
Understanding Your Client’s Financial Personality
2
1 NAPFA CE available
1 CFP® CE available
$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
How Implicit Bias Impacts Conflict, and What You Can Do About It
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
How Implicit Bias Impacts Conflict, and What You Can Do About It
Multiple Credits
$0.00 - $39.00
×
Please select your language
1
English