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The New College Financial Landscape: Understanding ROI and Strategies to Keep Clients in Budget
Multipart
$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
$40.00 - $50.00
What You Need to Know Before Buying Into A Firm
Free to Genesis members; sponsored by LLIS
Nov 05, 2025 2:00 PM - 3:00 PM Central Standard Time
1 NAPFA CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
What You Need to Know Before Buying Into A Firm
Free to Genesis members; sponsored by LLIS
1 NAPFA CE available
$39.00 - $59.00
NAPFA Fall 2025 National Conference Proceedings (for non-attendees)
Bundle
61 NAPFA CE available
55 CFP® CE available
$350.00 - $450.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Fall 2025 National Conference Proceedings (for non-attendees)
Multiple Credits
$350.00 - $450.00
IAR CEs - Standard Package #3: Four On-Demand Courses from Fall 2025 Conference
Bundle
4.5 NAPFA CE available
4.5 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 - 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 14.5 IAR CEs
Bundle
14.5 NAPFA CE available
14.5 CFP® CE available
1.5 NASBA CPE available
$288.00 - $298.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
IAR CEs - Premium Annual Package: 12 Programs for 14.5 IAR CEs
Multiple Credits
$288.00 - $298.00
IAR CEs - Standard Package #1: Four Webinars for 6 CEs
Bundle
6 NAPFA CE available
6 CFP® CE available
1.5 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
From Rule to Reality: Advanced Marketing Compliance for Investment Advisors
2
1.5 NAPFA CE available
1.5 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 NASBA CPE available
1.5 NAPFA CE available
1.5 CFP® CE 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
Fireside Chat: Introducing NAPFA’s 2025–2028 Strategic Framework
Two sessions to choose from!
2 future sessions available
1 NAPFA CE available
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Fireside Chat: Introducing NAPFA’s 2025–2028 Strategic Framework
Two sessions to choose from!
1 NAPFA CE available
Free
How to Write a Business-Building Book in 90 Days
Free to members; sponsored by Million Dollar Author
Nov 13, 2025 2:00 PM - 3:00 PM Central Standard Time
1 NAPFA CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
How to Write a Business-Building Book in 90 Days
Free to members; sponsored by Million Dollar Author
1 NAPFA CE available
$0.00 - $19.00
The Future of Charitable Giving: Tax-Efficient Strategies and OBBBA Impacts
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
The Future of Charitable Giving: Tax-Efficient Strategies and OBBBA Impacts
Multiple Credits
$0.00 - $19.00
Making The Choice to Lead
On-Demand
1 NAPFA CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Making The Choice to Lead
1 NAPFA CE available
$39.00 - $59.00
Fall into Open Enrollment with Long Term Disability Tips
2
1 NAPFA CE available
1 CFP® CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Fall into Open Enrollment with Long Term Disability Tips
Multiple Credits
$39.00 - $59.00
Operation Financial Freedom: Strengthening Financial Foundations for Disabled Veterans
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Operation Financial Freedom: Strengthening Financial Foundations for Disabled Veterans
Multiple Credits
$0.00 - $19.00
Diversifying Highly Appreciated Securities with 351 ETF Conversions
2
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
Multiple Credits
$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
Ethical Issues in Special Needs Planning
2
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
A Big, Beautiful Tax Webinar
2
1.5 NAPFA CE available
1.5 CFP® CE available
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Big, Beautiful Tax Webinar
Multiple Credits
$0.00 - $39.00
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