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Diversifying Highly Appreciated Securities with 351 ETF Conversions
Free webinar sponsored by Cambria Investment Management
Jul 31, 2025 3:00 PM - 4:00 PM ET
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
Free webinar sponsored by Cambria Investment Management
Multiple Credits
$0.00 - $19.00
Operation Financial Freedom: Strengthening Financial Foundations for Disabled Veterans
Free webinar sponsored by the NAPFA Foundation
Jul 16, 2025 3:00 PM - 4:00 PM ET
1 NAPFA CE available
1 CFP® CE available
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Operation Financial Freedom: Strengthening Financial Foundations for Disabled Veterans
Free webinar sponsored by the NAPFA Foundation
Multiple Credits
Free
Diversifying Highly Appreciated Securities with 351 ETF Conversions
2
1 NAPFA CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Diversifying Highly Appreciated Securities with 351 ETF Conversions
1 NAPFA CE available
$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
Beyond Investments: How Advisors Are Growing AUM with Holistic Planning
On-Demand
1 NAPFA CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Beyond Investments: How Advisors Are Growing AUM with Holistic Planning
1 NAPFA CE available
$0.00 - $19.00
Ethical Issues in Special Needs Planning
3
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
NAPFA Nation Episode #27: Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #27: Strength in Community: Joni Alt on NAPFA’s Impact, Communication, and Fiduciary Commitment
No Credit
Free
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
Tax-Advantaged Investment Solutions with Opportunity Zone Investing
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Tax-Advantaged Investment Solutions with Opportunity Zone Investing
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 Nation Episode #24: Empowering Women, Community, and the Fiduciary Standard with Bridget Venus Grimes
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
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
Learning Activity Title
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
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
Using Donor-Advised Funds
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Using Donor-Advised Funds
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 available
$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 available
$39.00 - $59.00
2024 Playbook Series #3 - Your Website: Your Hardest Working Marketing Partner - 3-courses on-demand
Bundle
3 NAPFA CE available
$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
3 NAPFA CE available
$49.00 - $99.00
2024 Playbook Series #3, Session #2: How Can You Make Your Website Work For You?
On-Demand
1 NAPFA CE available
$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 available
$39.00 - $59.00
2024 Playbook Series #3, Session #1: What Should Your Website Be Doing For You?
On-Demand
1 NAPFA CE available
$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 available
$39.00 - $59.00
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