Announcements

  • NAPFA Board Applications being Accepted

    Serving on the NAPFA Board can be one of the most fulfilling professional endeavors for you, too. 
    If you are a NAPFA-Registered Financial Advisor in good standing, please consider NAPFA Board service as your way to get the most out of your membership and impact the financial planning profession. If you would like to be considered, complete the NAPFA Board of Directors candidate application by Jan. 18, 2022.
    If you know a NAPFA member who would make an excellent candidate, please email ldc@napfa.org and provide the contact information of the nominee with a short explanation of why he or she would be a valuable addition to NAPFA’s volunteer leadership.
  • Can't Make it to Boston in October?

    Register Now for the NAPFA Fall 2021 National Conference Virtual Experience
    October 26 – 28, 2021

    Join Us for a Unique Experience that Includes These Curated Conference Sessions

    Connect with Speakers in Live Q&As

    Collaborate With Colleagues in Topic-Related Conversation Circles

    Access All Fall 2021 Conference Recordings to Acquire Both NAPFA and CFP® CEs

    Register for the virtual option by October 12 to gain access to this session.

    Save Your Seat Now

     Learn more here.

  • It’s Not Too Late to Register!

    Re-connect with colleagues in Boston to-

    • Earn needed CE credits in one conference
    • Collaborate with resource providers on the latest business technologies
    • Learn from experts and trusted professionals sharing solution strategies for your 2022 business challenges

    Learn more...  

    Register Now

  • Early Bird Registration Ends September 13!

    Early Bird Registration Ends September 13!

    Join your professional peers at this in-person NAPFA experience!

    • Re-connect and collaborate with your financial planning colleagues and friends
    • Learn from experts and trusted professionals sharing solution strategies for your 2022 business challenges

    Learn more...  

    Register Now and Save

  • Register for the Preconference

    Start your in-person NAPFA conference experience with the preconference, Financial Planner's Income Tax Playbook on October 13. This deep dive workshop into specialized learning on federal income tax laws and pitfalls will help you minimize your clients’ federal income tax liability.

    Learn more here.

  • Registration is Now Open!

    Welcome back to in-person NAPFA conferences.  Re-connect with professional peers, hear dynamic content from top thought leaders that broaden your expertise and help your business grow!

    Learn more here.




  • NAPFA's Call For Volunteers Closes July 16, 2021!

    NAPFA is expanding its volunteer leadership and is hoping that you’d like to join the effort. 

    Volunteering is just as easy as it is rewarding and there are lots of different ways to get involved, depending on your interest level, availability and talents.

    For information on specific volunteer opportunities currently available and apply, please click on the buttons below.

    Volunteer Opportunities

    Apply to be a Volunteer

     

  • Announcing the Ask NAPFA Community!

    Be a part of this shared space to exchange ideas and offer feedback to NAPFA volunteer leadership and staff.

    Member feedback is important to the Board and contributes to the NAPFA governance decisions and planning.

    Help nurture the NAPFA community and inform growth strategies.

    Be sure to opt-in to the Ask NAPFA Community to participate.