JJ is headed to the Windy City of Chicago, IL, for the 2019 NAPFA Fall National Conference.
over 70 hours of continuing education from which to choose, the Chicago conference
will host over 300 people during the course of the week. This year’s keynote
- Sebastian Terry, founder and author of 100 Things
- Traci Brown, former member of the US Cycling Team and the author of How to Detect Lies, Fraud and Identity Theft
- Ryan Jenkins, author and generational expert – “How to Attract, Lead and Engage Millennials and Generation Z”
- Lloyd Shefsky, founder and co-director of the center for Family Enterprises – “Client and Self Gratification: Learn to Envision the Future”
- Weston Wellington, vice president, Dimensional Find Advisors
of the National Association of Personal Financial Advisors (NAPFA) who have met
all necessary requirements of membership have earned the right to call
themselves NAPFA-Registered Financial Advisors. This prestigious title is
recognized by those in the field and in the media as identifying those who are
professional, ethical financial advisors. It’s all about putting you, the
consumer, first. NAPFA-Registered Financial Advisors are fiduciaries – at all
times – for their clients.
insists that every NAPFA-Registered Financial Advisor meet the highest
competency standards. All NAPFA-Registered Financial Advisors must:
- Meet stiff credentialing and educational requirements
- Be primarily engaged as holistic financial advisors (rather than merely investment or tax advisors)
- Meet the most rigorous continuing education requirements in the industry
- Submit to outside professional review, to ensure that they do not have the conflicts of interest that commissions bring.”
Financial Advisors are required to submit 60 hours of continuing education
every two year. That’s twice the requirement of the 30 hours required by the
CFP Board to serve as a CERTIFIED FINANCIA PLANNER™ Professional.
two annual national conferences, along with their regional symposia, offer
advisors opportunities to expand their knowledge, network with peers, and share
stories and ideas about how to serve you better.
Read more about what’s different about a
NAPFA-Registered Financial Advisor at NAPFA.org.