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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
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Diversifying Highly Appreciated Securities with 351 ETF Conversions
Free webinar sponsored by Cambria Investment Management
Multiple Credits
$0.00 - $19.00
NAPFA Spring 2025 National Conference Proceedings
Bundle
35 NAPFA CE available
26 CFP® CE available
$550.00 - $650.00
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NAPFA Spring 2025 National Conference Proceedings
Multiple Credits
$550.00 - $650.00
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
NAPFA Nation Episode #29: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #29: Daphne Jordan on DEIB, Education, and Inclusive Financial Planning
No Credit
Free
The New College Financial Landscape: Understanding ROI and Strategies to Keep Clients in Budget
Oct 01, 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
Learning Activity Title
Learning Activity Title
Learning Activity Title
The New College Financial Landscape: Understanding ROI and Strategies to Keep Clients in Budget
Multiple Credits
$40.00 - $50.00
April 2025 NAPFA Advisor Magazine - Full Issue
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
April 2025 NAPFA Advisor Magazine - Full Issue
No Credit
Free
From Rule to Reality: Advanced Marketing Compliance for Investment Advisors
3
1.5 NAPFA CE available
3 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
NAPFA Nation Episode #28 | Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #28 | Defending Fiduciary Integrity: Knut Rostad on SEC Challenges, the Fiduciary Standard, and NAPFA's Essential Role
No Credit
Free
Social Security: Recent Changes & Future Fixes
Nov 06, 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
Learning Activity Title
Learning Activity Title
Learning Activity Title
Social Security: Recent Changes & Future Fixes
Multiple Credits
$40.00 - $50.00
March 2025 NAPFA Advisor Magazine - Full Issue
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
March 2025 NAPFA Advisor Magazine - Full Issue
No Credit
Free
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
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
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
January 2025 NAPFA Advisor Magazine - Full Issue
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
January 2025 NAPFA Advisor Magazine - Full Issue
No Credit
Free
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
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
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