NAPFA Products

Tax Planning as a Year-Round Sport - NAPFA and CFP Credit

D-Income Tax Planning

Ben Birken

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

Tax Planning as a Year-Round Sport - NAPFA Credit Only

D-Income Tax Planning

Ben Birken

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

Roundup of Best Ideas from NAPFA’s 2021 Playbook Series - NAPFA Credit Only

K-Marketing and Practice Management

Jonny & Marie Swift

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

Nonprofit Credit Counseling Services, Audiences and Options - NAPFA Credit Only

A-Financial Planning Process

Bruce McClary

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

Creating Legacy Letters and Ethical Wills for Clients - NAPFA Credit Only

J-Communications

Nancy Sharp

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

5 Actions CFPs Can Take to Narrow the Racial Wealth Gap - NAPFA Credit Only

A-Financial Planning Process

Brent Kessel

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

5 Actions CFPs Can Take to Narrow the Racial Wealth Gap - NAPFA and CFP Credit

A-Financial Planning Process

Brent Kessel

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

Working with the Media: How to Endear Yourself to (or Alienate) a Journalist - NAPFA Credit Only

K-Marketing and Practice Management

Marie Swift & Panel

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

How Federal and State Programs Are Affecting Long-Term Care Insurance - NAPFA and CFP Credit

B-Insurance & Risk Management

Brian Gordon

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

How Federal and State Programs Are Affecting Long-Term Care Insurance - NAPFA Credit Only

B-Insurance & Risk Management

Brian Gordon

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

Tips & Techniques for Helping Fee-Only Planners Evaluate Rental Property for Clients - NAPFA and CFP

C-Investments

Bob Morrison

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

Tips & Techniques for Helping Fee-Only Planners Evaluate Rental Property for Clients - NAPFA Credit

C-Investments

Bob Morrison

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

Cultural Competencies for Planners who Serve Diverse Clients/Communities - NAPFA and CFP Credit

J-Communications

Miranda Reiter

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

Delivering Massive Client Value Through Tax Planning in 2021 - NAPFA and CFP Credit

D-Income Tax Planning

Steven Jarvis

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

Hearing the Signal through the Noise: Forecasting the Needs of Our Clients - NAPFA and CFP Credit

J-Communications

Michael Thomas

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

Helping Women Reach Their Financial Goals - NAPFA and CFP Credit

J-Communications

Ashley Ilardo

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

Legacy Conversations: With Your Clients, For Yourself - NAPFA and CFP Credit

J-Communications

Susan Turnbull

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

Social Security and Retirement Planning: A Hit or Myth Proposition - NAPFA and CFP Credit

E-Retirement Planning & Emp. Benefits

Kurt Czarnowski

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

Cultural Competencies for Planners who Serve Diverse Clients/Communities - NAPFA Credit Only

J-Communications

Miranda Reiter

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

Delivering Massive Client Value Through Tax Planning in 2021 - NAPFA Credit Only

D-Income Tax Planning

Steven Jarvis

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

Hearing the Signal through the Noise: Forecasting the Needs of Our Clients - NAPFA Credit Only

J-Communications

Michael Thomas

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

Helping Women Reach Their Financial Goals - NAPFA Credit Only

J-Communications

Ashley Ilardo

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

Legacy Conversations: With Your Clients, For Yourself - NAPFA Credit Only

J-Communications

Susan Turnbull

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

Social Security and Retirement Planning: A Hit or Myth Proposition - NAPFA Credit Only

E-Retirement Planning & Emp. Benefits

Kurt Czarnowski

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

NAPFA Fall 2021 National Conference Recordings - NAPFA & CFP Credit

Category 2

Member: $399.00
Non-Member: $449.00Your price

A Tale of Two Financial Plans: The Racial Wealth Gap - NAPFA and CFP Credit

A-Financial Planning Process

Kamila Elliott

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

Documents Clients Need to Keep on File - NAPFA and CFP Credit

A-Financial Planning Process

Michael Lecours

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

Emerging Markets - Changes That May Enhance Clients’ Portfolio Allocations - NAPFA and CFP Credit

C-Investments

David Dali & John Paul Lech

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

Exploring Your Attitudes, Values and Beliefs to Better Serve Your Clients - NAPFA and CFP Credit

J-Communications

Kristy Archuleta & Josh Harris

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

The 10 Hardest Questions About Bitcoin, Blockchain and Crypto - NAPFA and CFP Credit

C-Investments

Matt Hougan

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