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NAPFA Fall 2025 National Conference Proceedings (for non-attendees)
Available on Oct 01, 2025 12:00 AM Central Daylight Time
55 NAPFA CE available
55 CFP® CE available
$350.00 - $450.00
Learning Activity Title
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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
NAPFA Nation Episode #32: Community, Fiduciary Standards, and Niche Expertise
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #32: Community, Fiduciary Standards, and Niche Expertise
No Credit
Free
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
NAPFA Nation Episode #30: Leveling Up: Lifelong Learning, Leadership, and Community at NAPFA
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #30: Leveling Up: Lifelong Learning, Leadership, and Community at NAPFA
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
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
Social Security: Recent Changes & Future Fixes
Nov 06, 2025 3:00 PM - 4:15 PM ET
1.5 NASBA CPE available
1.5 NAPFA CE available
1.5 CFP® CE 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
How to Write a Business-Building Book in 90 Days
Free to members; sponsored by Million Dollar Author
Nov 13, 2025 2:00 PM - 3:00 PM Central Standard Time
1 NAPFA CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
How to Write a Business-Building Book in 90 Days
Free to members; sponsored by Million Dollar Author
1 NAPFA CE available
$0.00 - $19.00
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
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
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
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
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
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