Include facility name, street address, city and state. If conference call/screen-sharing session/webinar instead of in-person gathering, please type "Virtual."
A timed outline with detailed bullets should be used for half-day or longer sessions.
|Learning Objective #1||
|Learning Objective #2||
|Learning Objective #3||
Think like a professor writing a syllabus, in short, SIMPLE chunks: “After this course, participants will know/be able to/understand/demonstrate/show how…” These Learning Objectives should appear on an introductory slide in the speaker's presentation.
Use a sentence or two verifying that the presenter has 1.) the appropriate academic degree[s], 2.) relative industry credentialing, OR 3.) a minimum of 5 years of experience in the field.
NAPFA CEs and EA CEs are granted unless you hear otherwise from NAPFA, and you'll be notified about any CFP CEs via email within 7-10 business days. CFP CEs should be described as "pending" in any program descriptions until confirmed.
There's no charge for NAPFA CEs or IRS EA CEs. NAPFA pays CFP’s fees for Local Groups; MIX Groups pay their own CFP CE fees of $25 per course CE/half-CE, plus $1.25 per CFP certificant per CFP CE/half-CE earned. Make payment here (https://education.napfa.org/Users/LearningActivityInformation.aspx?LearningActivityID=oY7kKGp4C96d2S3l2kxnGA%3d%3d) at the time of application.
All groups pay CFP's $100 late fee themselves if you direct NAPFA to submit your program to CFP AFTER it has occurred.