EmailMe Form - NAPFA Application for CE Credit

NAPFA Application for CE Credit

Please submit your CE application at least 30 days prior to your program.

Enter any further instructions/requests in the last box below.

You can save a draft of this CE application by clicking the "Save & Resume Later" button at the bottom and KEEPING A COPY OF THE LINK YOU ARE GIVEN. You can also share these links with your presenters to have them originate/complete CE applications with you. (Ask them to fill in Program Descriptions, Learning Objectives, and Instructor Qualifications!)

You will be emailed a copy of your application immediately upon submission.

Your name *
First Last
Your email *
Name of Study Group/MIX Group/Event requesting CEs *
Title of presentation *
100-character maximum
What type(s) of CEs are you requesting for this program? *
Tax-related sessions qualify for IRS EA CEs. Your attendees who are Enrolled Agents should supply their "P-TIN" number on your sign-in sheet if NAPFA doesn't already have it - it's a P plus 8 digits.
Presenter's name, designations, title *
Presenter's company *
Presenter's email *
Presenter's phone *
### - ### - ####
Information on additional presenters
Name/designations/title plus, if different than above, company name, email, phone.
Program date *
MM / DD / YYYY
Program day of week (as a double-check of above) *
Start time (in your time zone): *
HH : MM AM/PM
End time *
HH : MM AM/PM
Location of program (if same as previous request, type "Same") *
Include facility name, street address, city and state. If conference call/screen-sharing session/webinar instead of in-person gathering, please type "Virtual."
Number of CEs requested *
50 minutes of instruction = 1 CE, 100 minutes = 2 CEs, etc. An additional 25 minutes = 0.5 CE. You may also offer a 30-minute program for 0.5 CFP CE and a 25-minute program for 0.5 NAPFA CE. IRS EA CEs are awarded in whole numbers only; fractions will be rounded down.
Subject area of program for NAPFA CE (select no more than one subject area per CE requested): *
A - Financial Planning Process
B - Insurance & Risk Management*
C - Investments*
D - Income Tax Planning*
E - Retirement Planning*
F - Estate Planning*
G - Ethics*
H - Accounting, Cash Flow Mgmt. & Budgeting
I - Economic & Political Environment
J - Communications*
K - Marketing and Practice Management
L - Strategic Thinking
M - Technology
* = NAPFA Core Area subjects. For programs offering more than 1 CE, you may select more than one subject area, with a minimum of 1 CE per area.

CFP does not offer CEs for programs on marketing/prospecting, practice management, or computer hard/software. Information security and compliance topics may qualify if they focus on complying with regulations. See CFP's "Principal Knowledge Topics" at https://www.cfp.net/-/media/files/cfp-board/cfp-certification/2021-practice-analysis/2021-principal-knowledge-topics.pdf.
Level of complexity *
PROGRAM SUMMARY - Submit a 3-4 sentence overview of the program for each CE requested, including the topics to be covered (this must be DIFFERENT from the Learning Objectives listed below). What is it that advisors need to know, why is this topic important today, and how will clients benefit? *
A timed outline with detailed bullets should be used for half-day or longer sessions.
LEARNING OBJECTIVES – For CFP CEs, list THREE specific, measurable statements of what participants will learn in the program. These Learning Objectives MUST BE DIFFERENT than the Presentation Description above. If requesting NAPFA CEs only, list ONE Learning Objective and place an "X" in the other two boxes: *

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.
Brief instructor qualifications: *
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 may share this CE application with other NAPFA study group leaders looking for presenters: *
Yes
No
Please notify NAPFA after our program if the presenter did not meet your expectations, and we won't share the CE application.
For IRS EA CEs ONLY, program is:
Federal Tax Law Update - A program that provides a practical working knowledge of the latest legislative tax law changes and associated IRS forms/instructions/publications.
Federal Tax Law Topics/Federal Tax-Related Matters - A program designed to enhance professional knowledge in Federal Tax-related matters.
Any additional instructions/comments?

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.

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.

Learning Objective #1
Learning Objective #2
Learning Objective #3