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NAPFA is now offering IAR CEs!
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NAPFA Fall 2025 National Conference Proceedings (for non-attendees)
Available on Oct 03, 2025 4:00 PM Central Daylight Time
55 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
The Future of Charitable Giving: Tax-Efficient Strategies and OBBBA Impacts
Free to members; sponsored by UI Charitable
Oct 14, 2025 2:00 PM - 3:00 PM Central Daylight Time
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
Free to members; sponsored by UI Charitable
Multiple Credits
$0.00 - $19.00
Fall into Open Enrollment with Long Term Disability Tips
NAPFA Genesis webinar sponsored by LLIS
Oct 08, 2025 2:00 PM - 3:00 PM Central Daylight Time
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
NAPFA Genesis webinar sponsored by LLIS
Multiple Credits
$39.00 - $59.00
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
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
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
Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk
Multiple Credits
$0.00 - $19.00
Navigating Eldercare: Partnering with Care Managers
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Navigating Eldercare: Partnering with Care Managers
Multiple Credits
$0.00 - $39.00
How Complex Assets Can Fuel Clients’ Charitable Giving
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
How Complex Assets Can Fuel Clients’ Charitable Giving
Multiple Credits
$0.00 - $19.00
NAPFA Fall 2024 National Conference Proceedings
Bundle
25 NAPFA CE available
19 CFP® CE available
$549.00 - $649.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Fall 2024 National Conference Proceedings
Multiple Credits
$549.00 - $649.00
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
2
1 NAPFA CE available
1 CFP® CE available
$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
Safeguarding Your Future with Term Life Insurance
2
1 NAPFA CE available
1 CFP® CE available
$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 available
1 CFP® CE available
$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
Understanding Your Client’s Financial Personality
2
1 NAPFA CE available
1 CFP® CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Understanding Your Client’s Financial Personality
Multiple Credits
$39.00 - $59.00
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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