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Compliance Shake-Up: Protect Your RIA

Jul 01, 2025 3:00 PM - 4:15 PM ET

1.5 NAPFA CE available 1.5 CFP® CE available 1.5 NASBA CPE available

NAPFA Fall 2024 National Conference Proceedings

Bundle

25 NAPFA CE available 19 CFP® CE available

Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk

1 NAPFA CE available 1 CFP® CE available

Navigating Eldercare: Partnering with Care Managers

1 NAPFA CE available 1 CFP® CE available

How Complex Assets Can Fuel Clients’ Charitable Giving

1 NAPFA CE available 1 CFP® CE available

Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients

1 NAPFA CE available 1 CFP® CE available

NAPFA Spring 2024 National Conference Proceedings – NAPFA & CFP® CEs

Bundle

31.5 NAPFA CE available 24.5 CFP® CE available

Safeguarding Your Future with Term Life Insurance

1 NAPFA CE available 1 CFP® CE available

Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos

1 NAPFA CE available 1 CFP® CE available

Understanding Your Client’s Financial Personality

1 NAPFA CE available 1 CFP® CE available

How Implicit Bias Impacts Conflict, and What You Can Do About It

1 NAPFA CE available 1 CFP® CE available