2021 Spring Conference

Thank you for joining us at NAPFA Spring 2021 National Conference! Session recordings and quizzes are now available.

“Within days of returning from the spring conference, I was applying the knowledge I acquired to better serve my clients. From cryptocurrency to digital estate planning to proposed tax laws, the sessions were right on point with what financial planners need to know and how to apply it in today’s environment.”

Danielle Seurkamp, MS, MPAS®, FBS®, CFP®
Well Spent

Access the conference website to continue your conference experience and -

  • Discover new ways to help clients claim their financial security and control
  • Understand and address the evolving financial planning needs exposed by the pandemic
  • Manage ongoing change to help your clients thrive and sharpen your firm’s professional advantage
  • Enhance business growth with actionable takeaways that help you solve your toughest challenges

Learn more about the NAPFA Fall 2021 National Conference!

Continuing Education

National Association of Personal Financial Advisors (NAPFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Spsessions qualifying for CPE credit: TBD

Delivery Method: Group Internet Based

Program Level: Basic

Advance preparation: None

Prerequisite knowledge and experience: None

NAPFA is an IRS approved sponsor for Enrolled Agents

*CFP CEs are subject to approval

Watch for all the details coming on NAPFA 2022 Events