NAPFA Products

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

F-Estate Planning

Susan Turnbull

Member: $0.00
Non-Member: $39.00Your price

The Art of Deepening Relationships - NAPFA Credit Only

J-Communications

Dr. Amy D'Aprix

Member: $0.00
Non-Member: $0.00Your price

The Art of Deepening Relationships - NAPFA and CFP® Credit

J-Communications

Dr. Amy D'Aprix

Member: $0.00
Non-Member: $0.00Your price

200+ Best (and Worst) Planning Ideas for Your Client’s Retirement Benefits - NAPFA Credit Only

E-Retirement Planning & Emp. Benefits

Natalie Choate

Member: $69.00
Non-Member: $99.00Your price

12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself) - NAPFA Credit Only

F-Estate Planning

Martin Shenkman

Member: $39.00
Non-Member: $59.00Your price

Becoming Referable: The Strategies That Are Working Right Now - NAPFA Credit Only

K-Marketing and Practice Management

Stephen Wershing and Julie Littlechild

Member: $0.00
Non-Member: $39.00Your price

Putting ESG Investment Ideas to Work in Advisor Portfolios - NAPFA and CFP Credit

C-Investments

Heidi Ridley & Kathryn McDonald

Member: $49.00
Non-Member: $69.00Your price

Putting ESG Investment Ideas to Work in Advisor Portfolios - NAPFA Credit Only

C-Investments

Heidi Ridley & Kathryn McDonald

Member: $39.00
Non-Member: $59.00Your price

The American Rescue Plan Act of 2021: What Advisors Need to Know - NAPFA Credit Only

D-Income Tax Planning

Bob Keebler

Member: $39.00
Non-Member: $59.00Your price

Back to Basics: Create Raving Fans by Focusing on the Fundamentals - NAPFA Credit Only

A-Financial Planning Process

Louis Retief

Member: $0.00
Non-Member: $0.00Your price

Long Term Care Strategies During and After a Pandemic - NAPFA and CFP® Credit

B-Insurance & Risk Management

Brian Gordon

Member: $0.00
Non-Member: $49.00Your price

Long Term Care Strategies During and After a Pandemic - NAPFA Credit Only

B-Insurance & Risk Management

Brian Gordon

Member: $0.00
Non-Member: $39.00Your price

Mastering the Conversation: Client Care, Self-Care, and Lessons Learned from 2020 -NAPFA Credit Only

K-Marketing and Practice Management

Bonnie Sewell, John Enright, Matt Ohme

Member: $0.00
Non-Member: $39.00Your price

AARP BankSafe: Empower Advisors & Fight Exploitation - No CE

Jilenne Gunther

Member: $0.00
Non-Member: $0.00Your price

Managing Medicare regarding Asset Management - NAPFA Credit Only

B-Insurance & Risk Management

Keith Nabb

Member: $39.00
Non-Member: $59.00Your price

Managing Medicare regarding Asset Management - NAPFA and CFP Credit

B-Insurance & Risk Management

Keith Nabb

Member: $49.00
Non-Member: $69.00Your price

Innovative Ways Life Insurance Can Minimize Risk - NAPFA Credit Only

B-Insurance & Risk Management

Brian Ciccarelli

Member: $39.00
Non-Member: $59.00Your price

Innovative Ways Life Insurance Can Minimize Risk - NAPFA and CFP® Credit

B-Insurance & Risk Management

Brian Ciccarelli

Member: $49.00
Non-Member: $69.00Your price

Meeting Your Growth Goals in 2021 and Beyond (2021 Playbook #3) - NAPFA Credit Only

K-Marketing and Practice Management

Kristin Harad and Marie Swift

Member: $0.00
Non-Member: $39.00Your price

How to Deliver Double-Digit Returns Through a Secured Real Estate Investment - NAPFA Credit Only

C-Investments

Misty Bethany

Member: $0.00
Non-Member: $0.00Your price

Implementing Your 2021 Strategy with Operations at the Wheel (2021 Playbook #2) - NAPFA Credit Only

K-Marketing and Practice Management

Shaun Kapusinski

Member: $0.00
Non-Member: $39.00Your price

Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options - NAPFA Credit Only

E-Retirement Planning & Emp. Benefits

Tom Pohlen

Member: $0.00
Non-Member: $0.00Your price

Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options - NAPFA and CFP® Credit

E-Retirement Planning & Emp. Benefits

Tom Pohlen

Member: $0.00
Non-Member: $0.00Your price

How Technology Helped My Firm Focus, Grow and Scale - NAPFA Credit Only

M-Technology

Andrew Altfest

Member: $39.00
Non-Member: $59.00Your price

Make 2021 Your Breakout Year (2021 Playbook #1) - NAPFA Credit Only

K-Marketing and Practice Management

Joe Lukacs

Member: $0.00
Non-Member: $39.00Your price

Charting Your Career Path - NAPFA Credit Only

K-Marketing and Practice Management

Caleb Brown

Member: $39.00
Non-Member: $59.00Your price

Playbook 2020: Best Ideas and Year-in-Review (2020 Playbook #10) - NAPFA Credit Only

K-Marketing and Practice Management

Marie Swift and Jonny Swift

Member: $0.00
Non-Member: $39.00Your price

Potential 2021 Tax Updates and Ensuing Planning Opportunities - NAPFA Credit Only

D-Income Tax Planning

John Schuman

Member: $39.00
Non-Member: $59.00Your price

Managing Your Career: A Forum of Female Advisors - NAPFA Credit Only

K-Marketing and Practice Management

Eileen O'Connor, Jen Dawson, Ami Shah

Member: $0.00
Non-Member: $39.00Your price

Advertising on Social Media to Boost Your Brand (2020 Playbook #9) - NAPFA Credit Only

K-Marketing and Practice Management

Jonny Swift

Member: $0.00
Non-Member: $39.00Your price