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2024 Playbook Series #2: Adding Value to Outshine Your Competition
Aug 28, 2024 3:00 PM - 4:00 PM EST
$49.00 - $99.00
Learning Activity Title
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Learning Activity Title
2024 Playbook Series #2: Adding Value to Outshine Your Competition
$49.00 - $99.00
2024 Playbook Series #2: Adding Value to Outshine Your Competition - 3-Course On-Demand Bundle
Bundle
$49.00 - $99.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #2: Adding Value to Outshine Your Competition - 3-Course On-Demand Bundle
$49.00 - $99.00
2024 Playbook Series #2, Session #2: How to Know What Your Clients Want from Your Firm - On-Demand
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #2, Session #2: How to Know What Your Clients Want from Your Firm - On-Demand
1 NAPFA CE
$39.00 - $59.00
2024 Playbook Series #2, Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #2, Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?
1 NAPFA CE
$39.00 - $59.00
2024 Playbook Series #2, Session #3: Communicating Your Value for Lead Generation and More Clients
Aug 28, 2024 3:00 PM - 4:00 PM EST
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #2, Session #3: Communicating Your Value for Lead Generation and More Clients
1 NAPFA CE
$39.00 - $59.00
Safeguarding Your Future with Term Life Insurance
2
1 NAPFA CE
1 CFP® CE
$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
1 CFP® CE
$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
2024 Playbook Series #1, Session #2: How To Employ AI in 2024
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #1, Session #2: How To Employ AI in 2024
1 NAPFA CE
$39.00 - $59.00
2024 Playbook Series #1, Session #3: What Are the Legal, Compliance, and Cybersecurity Implications in 2024?
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #1, Session #3: What Are the Legal, Compliance, and Cybersecurity Implications in 2024?
1 NAPFA CE
$39.00 - $59.00
2024 Playbook Series #1, Session #1: What Is AI?
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #1, Session #1: What Is AI?
1 NAPFA CE
$39.00 - $59.00
Q&A Session: Leveraging Social Media and Technology to Build Your Brand
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Q&A Session: Leveraging Social Media and Technology to Build Your Brand
1 NAPFA CE
$39.00 - $59.00
Trends in Senior Living and Elder Care for Clients
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Trends in Senior Living and Elder Care for Clients
Multiple Credits
$0.00 - $39.00
Navigating Equity Ownership Options for the Next Generation
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Navigating Equity Ownership Options for the Next Generation
1 NAPFA CE
$39.00 - $59.00
Helping Your Clients Get More Free Money for College
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Helping Your Clients Get More Free Money for College
Multiple Credits
$0.00 - $39.00
Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)
2
1 NAPFA CE
1 CFP® CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)
Multiple Credits
$0.00 - $19.00
Women and Long-Term Care
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Women and Long-Term Care
Multiple Credits
$0.00 - $39.00
A Welcoming Workplace: Incorporating DEI at Your Firm
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Welcoming Workplace: Incorporating DEI at Your Firm
1 NAPFA CE
$0.00 - $39.00
Integrating Donor-Advised Funds into Client Portfolios: A Guide for Financial Advisors
2
1 NAPFA CE
1 CFP® CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Integrating Donor-Advised Funds into Client Portfolios: A Guide for Financial Advisors
Multiple Credits
$0.00 - $19.00
2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion
On-Demand
1 NAPFA CE
$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
$0.00 - $39.00
Helping Clients Plan for Higher Education Expenses - 2023
2
1 NAPFA CE
1 CFP® CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Helping Clients Plan for Higher Education Expenses - 2023
Multiple Credits
$0.00 - $19.00
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