Include facility name, street address, city and state. If conference call/screen-sharing session/webinar instead of in-person gathering, please type "Virtual."
Include a 3- to 4-sentence paragraph per CE hour requested; a timed outline with detailed bullets can be used for half-day or longer sessions. What is it that advisors need to know, why is this topic important today, how will clients benefit?
|Learning Objective #1||
|Learning Objective #2||
|Learning Objective #3||
If you are applying for NAPFA CEs only, list at least one Learning Objective and type X in the other box(es).
These Objectives must be different from the PRESENTATION DESCRIPTION above and should appear on an introductory slide in speaker's presentation. Think like a professor writing a syllabus, in short, SIMPLE chunks: “After this course, participants will know/be able to/understand/demonstrate…”
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" until confirmed.
NAPFA pays CFP’s $40/CE (and $40/half-CE) application fee for Study Groups; MIX Groups pay their own CFP CE fees. All groups pay CFP's $100 late fee themselves if you direct NAPFA to submit your program to CFP AFTER it has occurred. There's no charge for NAPFA CEs/IRS EA CEs.