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Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
Nov 07, 2024 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
$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
2024 Playbook Series #3, Session #3: Next Steps on Your Own Website To Get it Working Harder
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #3, Session #3: Next Steps on Your Own Website To Get it Working Harder
1 NAPFA CE
$39.00 - $59.00
2024 Playbook Series #3 - Your Website: Your Hardest Working Marketing Partner - 3-courses on-demand
Bundle
$49.00 - $99.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #3 - Your Website: Your Hardest Working Marketing Partner - 3-courses on-demand
$49.00 - $99.00
2024 Playbook Series #3, Session #2: How Can You Make Your Website Work For You?
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #3, Session #2: How Can You Make Your Website Work For You?
1 NAPFA CE
$39.00 - $59.00
2024 Playbook Series #3, Session #1: What Should Your Website Be Doing For You?
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #3, Session #1: What Should Your Website Be Doing For You?
1 NAPFA CE
$39.00 - $59.00
Understanding Life Insurance Underwriting
Nov 13, 2024 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Understanding Life Insurance Underwriting
Multiple Credits
$39.00 - $59.00
NAPFA Women's Initiative Book Club - Read "The Mindful Money Mentality"
Nov 06, 2024 1:00 PM - 2:00 PM EST
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Women's Initiative Book Club - Read "The Mindful Money Mentality"
Multiple Credits
Free
2024 Playbook Series #3, Session #3: Next Steps on Your Own Website To Get it Working Harder
Nov 20, 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 #3, Session #3: Next Steps on Your Own Website To Get it Working Harder
1 NAPFA CE
$39.00 - $59.00
Negotiating Pay Like an Expert
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Negotiating Pay Like an Expert
1 NAPFA CE
$0.00 - $39.00
Breaking the Burnout Cycle
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Breaking the Burnout Cycle
1 NAPFA CE
$39.00 - $59.00
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 #3: Communicating Your Value for Lead Generation and More Clients
On-Demand
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
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
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
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