lVirtual Learning
NAPFA Virtual Learning Schedule
Plan ahead and make the most of your educational opportunities by registering for NAPFA’s webinars. These presentations are a convenient way to get valuable information about how to run your practice and serve your clients. You will receive pre-session information that you can follow on or off line during the presentation and there’s always time for Q&A at the end. Plus, webinars are an easy way to fulfill your continuing education requirements. Most of NAPFA’s webinars are recorded and available after the live session for a nominal fee.
October 2020
Client Segmentation Strategies to Improve Profitability
Tuesday, October 6 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)
Presented by: Cameo Roberson, AAMS
Member: Free; Non-Member: $39
(2020 Playbook Series Webinar)
Helping Clients Plan for Higher Education Expenses
Thursday, October 15 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)
Presented by: Joanne Dashiell, Chief Marketing Officer, Private College 529 Plan and
Gail Holt, Dean of Financial Aid, Amherst College
Members: Free; Non-Member: Free
(This is a Partner Solutions webinar sponsored by Private College 529)
November 2020
Advertising on Social Media to Boost Your Brand
Tuesday, November 10 at 3:00 pm ET (2:00 PM CT, 12:00 PM PT)
Presented by: Jonny Swift, Impact Communications
Member: Free; Non-Member: $39
(2020 Playbook Series Webinar)
December 2020
Wednesday, December 9 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Marie Swift, Impact Communications
Member: Free; Non-Member: $39
(2020 Playbook Series Webinar)
Please visit the NAPFA Online Store for recordings and to make additional purchases.
To register for all event webinars, please visit NAPFA Events.
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Ethics Training through NAPFA
Ethics training will be offered as a part of conference proceeedings at all NAPFA National conferences.
Ethics training is approved to meet the CFP Board's "Code of Ethics and Professional Responsibility", and covers the NAPFA minimum requirement of 2 hours of CE credit in Ethics during every two-year cycle. Credit for this session will be uploaded to both the CFP Board and NAPFA Continuing Education reporting systems.