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NAPFA Nation Episode #32: Community, Fiduciary Standards, and Niche Expertise
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #32: Community, Fiduciary Standards, and Niche Expertise
Learning Activity Title
No Credit
Free
Trump Accounts: What Advisors Need to Know
Free for Genesis members, sponsored by LLIS
Jul 1, 2026 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
Trump Accounts: What Advisors Need to Know
Learning Activity Title
Free for Genesis members, sponsored by LLIS
Multiple Credits
$39.00 - $59.00
Beyond the Token: Investing in the Backbone of Bitcoin
Free sponsored webinar with Valiant Funds
Jun 25, 2026 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
Beyond the Token: Investing in the Backbone of Bitcoin
Learning Activity Title
Free sponsored webinar with Valiant Funds
Multiple Credits
$0.00 - $19.00
Women's Initiative Book Club: C. Carbonaro's "Women and Wealth"
Two different free sessions - choose the one that works for you!
2 future sessions available
No Credit
Free
Learning Activity Title
Learning Activity Title
Women's Initiative Book Club: C. Carbonaro's "Women and Wealth"
Learning Activity Title
Two different free sessions - choose the one that works for you!
No Credit
Free
Long-Term Care: How to Protect Your Clients’ Future
2
1 NAPFA CE available
1 CFP® CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Long-Term Care: How to Protect Your Clients’ Future
Learning Activity Title
Multiple Credits
$39.00 - $59.00
Expert Insights: You're Doing Everything Right. That Might Be the Problem
Jul 15, 2026 12:00 PM - 12:45 PM Central Daylight Time
No Credit
Free
Learning Activity Title
Learning Activity Title
Expert Insights: You're Doing Everything Right. That Might Be the Problem
Learning Activity Title
No Credit
Free
Conversation Circle: With Pride - Taking an Intentional Approach
Jun 11, 2026 12:00 PM - 1:00 PM Central Daylight Time
No Credit
Free
Learning Activity Title
Learning Activity Title
Conversation Circle: With Pride - Taking an Intentional Approach
Learning Activity Title
No Credit
Free
Tax and Charitable Gift Planning
Free sponsored webinar with Heifer Foundation
Jun 11, 2026 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
Tax and Charitable Gift Planning
Learning Activity Title
Free sponsored webinar with Heifer Foundation
Multiple Credits
$0.00 - $19.00
New Member Orientation
Jun 30, 2026 2:00 PM - 3:00 PM Central Daylight Time
1 NAPFA CE available
Free
Learning Activity Title
Learning Activity Title
New Member Orientation
Learning Activity Title
1 NAPFA CE available
Free
Mastering Student Loans: Refinancing, Repayment, PSLF, and Advisor-Led Savings
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Mastering Student Loans: Refinancing, Repayment, PSLF, and Advisor-Led Savings
Learning Activity Title
Multiple Credits
$0.00 - $19.00
How to Build a Strong Personal Network
Free to Genesis members, courtesy of LLIS
On-Demand
1 NAPFA CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
How to Build a Strong Personal Network
Learning Activity Title
Free to Genesis members, courtesy of LLIS
1 NAPFA CE available
$39.00 - $59.00
Build a Four-Stage Digital Growth Funnel
On-Demand
1 NAPFA CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Build a Four-Stage Digital Growth Funnel
Learning Activity Title
1 NAPFA CE available
$39.00 - $59.00
Year-End Strategies
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Year-End Strategies
Learning Activity Title
Multiple Credits
$0.00 - $19.00
How to Write a Business-Building Book in 90 Days
On-Demand
1 NAPFA CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
How to Write a Business-Building Book in 90 Days
Learning Activity Title
1 NAPFA CE available
$0.00 - $19.00
What You Need to Know Before Buying into a Firm
On-Demand
1 NAPFA CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
What You Need to Know Before Buying into a Firm
Learning Activity Title
1 NAPFA CE available
$39.00 - $59.00
The Future of Charitable Giving: Tax-Efficient Strategies and OBBBA Impacts
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
The Future of Charitable Giving: Tax-Efficient Strategies and OBBBA Impacts
Learning Activity Title
Multiple Credits
$0.00 - $19.00
Making The Choice to Lead
On-Demand
1 NAPFA CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Making The Choice to Lead
Learning Activity Title
1 NAPFA CE available
$39.00 - $59.00
Fall into Open Enrollment with Long Term Disability Tips
2
1 NAPFA CE available
1 CFP® CE available
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Fall into Open Enrollment with Long Term Disability Tips
Learning Activity Title
Multiple Credits
$39.00 - $59.00
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
Operation Financial Freedom: Strengthening Financial Foundations for Disabled Veterans
Learning Activity Title
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
Diversifying Highly Appreciated Securities with 351 ETF Conversions
Learning Activity Title
Multiple Credits
$0.00 - $19.00
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