K - Marketing and Practice Management

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K - Marketing and Practice Management

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What You Need to Know Before Buying Into A Firm

Free to Genesis members; sponsored by LLIS

Nov 05, 2025 2:00 PM - 3:00 PM Central Standard Time

1 NAPFA CE available

$39.00 - $59.00

NAPFA Fall 2025 National Conference Proceedings (for non-attendees)

Bundle

61 NAPFA CE available 55 CFP® CE available

$350.00 - $450.00

NAPFA Nation Episode #32: Community, Fiduciary Standards, and Niche Expertise

On-Demand

No Credit

Free

From Rule to Reality: Advanced Marketing Compliance for Investment Advisors

1.5 NAPFA CE available 1.5 CFP® CE available

$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

March 2025 NAPFA Advisor Magazine - Full Issue

On-Demand

No Credit

Free

February 2025 NAPFA Advisor Magazine - Full Issue

On-Demand

No Credit

Free

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

2024 Playbook Series #3 - Your Website: Your Hardest Working Marketing Partner - 3-courses on-demand

Bundle

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

2024 Playbook Series #3, Session #1: What Should Your Website Be Doing For You?

On-Demand

1 NAPFA CE available

$39.00 - $59.00

Breaking the Burnout Cycle

On-Demand

1 NAPFA CE available

$39.00 - $59.00

2024 Playbook Series #2: Adding Value to Outshine Your Competition - 3-Course On-Demand Bundle

Bundle

3 NAPFA CE available

$49.00 - $99.00

2024 Playbook Series #2, Session #3: Communicating Your Value for Lead Generation and More Clients

On-Demand

1 NAPFA CE available

$39.00 - $59.00

2024 Playbook Series #2, Session #2: How to Know What Your Clients Want from Your Firm - On-Demand

On-Demand

1 NAPFA CE available

$39.00 - $59.00

2024 Playbook Series #2, Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?

On-Demand

1 NAPFA CE available

$39.00 - $59.00

2024 Playbook Series #1: AI and Advisors - 3-Course On-Demand Bundle

Bundle

3 NAPFA CE available

$49.00 - $99.00

2024 Playbook Series #1, Session #2: How To Employ AI in 2024

On-Demand

1 NAPFA CE available

$39.00 - $59.00

2024 Playbook Series #1, Session #3: What Are the Legal, Compliance, and Cybersecurity Implications in 2024?

On-Demand

1 NAPFA CE available

$39.00 - $59.00

2024 Playbook Series #1, Session #1: What Is AI?

On-Demand

1 NAPFA CE available

$39.00 - $59.00

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