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NAPFA is now offering IAR CEs!
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Diversity, Equity & Inclusion
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Ethical Issues in Special Needs Planning
Jun 03, 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
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Ethical Issues in Special Needs Planning
Multiple Credits
$40.00 - $50.00
NAPFA Nation Episode #24: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes
On-Demand
No Credit
Free
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Learning Activity Title
NAPFA Nation Episode #24: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes
No Credit
Free
NAPFA Nation Episode #23: Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols
On-Demand
No Credit
Free
Learning Activity Title
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Learning Activity Title
NAPFA Nation Episode #23: Inclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols
No Credit
Free
Becoming More Intentionally Inclusive
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Becoming More Intentionally Inclusive
Multiple Credits
$0.00 - $39.00
NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
On-Demand
No Credit
Free
Learning Activity Title
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Learning Activity Title
NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
No Credit
Free
NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
No Credit
Free
NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
No Credit
Free
NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
No Credit
Free
December 2023 Issue: NAPFA DEI Initiative Advances Diversity, Equity, and Inclusion
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
December 2023 Issue: NAPFA DEI Initiative Advances Diversity, Equity, and Inclusion
No Credit
Free
NAPFA Nation Episode #12: Intentional Visibility: Benefits of an Inclusive Workplace Culture with Dana Wilson
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #12: Intentional Visibility: Benefits of an Inclusive Workplace Culture with Dana Wilson
No Credit
Free
A Welcoming Workplace: Incorporating DEI at Your Firm
On-Demand
1 NAPFA CE available
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Welcoming Workplace: Incorporating DEI at Your Firm
1 NAPFA CE available
$0.00 - $39.00
August 2023 Issue: The DEI Initiative in NAPFA’s History
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
August 2023 Issue: The DEI Initiative in NAPFA’s History
No Credit
Free
April 2023 Issue: Building DEI into Your Firm’s Daily Life
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
April 2023 Issue: Building DEI into Your Firm’s Daily Life
No Credit
Free
April 2023 Issue: How One Financial Planning Firm Tackles DEI
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
April 2023 Issue: How One Financial Planning Firm Tackles DEI
No Credit
Free
December 2022 Issue: DEI at NAPFA
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
December 2022 Issue: DEI at NAPFA
No Credit
Free
Episode #25: "Beyond DEI: Inclusive Leadership and What It Means for Business Leaders Today" with Geoffrey Brown & Dr. James Pogue
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Episode #25: "Beyond DEI: Inclusive Leadership and What It Means for Business Leaders Today" with Geoffrey Brown & Dr. James Pogue
No Credit
Free
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
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