2022-23 Self-Report: TEACHING/PRESENTING (up to 8 CEs)

2022 - 2023 Continuing Education (CE) Guidelines

Teaching/Presenting – A total of 8 hours of the remaining 30 CEs to achieve the 60 CEs required (or 15 CEs to achieve 45 CEs) may be earned from presenting consumer-, student- or advisor-oriented sessions, at 1 CE per each 50 minutes of instruction.

Summary


Availability:	Self-Report


Cost:	FREE


Credit Offered:	No Credit Offered

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Recommended

Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes

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(10)

2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion

1 NAPFA CE

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(7)

2024-2025 Self-Report: CLASSROOM/WEB

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Redefining the Relationship Between RIA & Custodians

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(3)

2023 Playbook Series #2, Session #3: Capstone on Building Trust and Earning Credibility in a Digital World

1 NAPFA CE

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(1)

Tax Planning as a Year-Round Sport

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Women and Long-Term Care

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$0.00 - $39.00

(5)

2023 Financial Planning Marketing Trends & Lookahead

1 NAPFA CE

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(4)