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NAPFA Press Releases
Read press releases and news announcements from the National Association of Personal Financial Advisors. Contact us today for more information.
NAPFA Board of Directors
Learn more about NAPFA's board of directors, including the current Chair, Treasurer, Secretary, and Chair-Elect, by visiting our website.
Financial Planner Community
Learn more about NAPFA's network of financial planners and advisors, upcoming conferences, and industry partners by visiting our website.
Strategic Framework
Learn how NAPFA achieves its mission and fulfills its fiduciary oath by reviewing our strategic framework.
NAPFA Diversity, Equity & Inclusion Initiative
Learn about DiversiFI, NAPFA's effort to help promote diversity in the financial planning industry. Visit our website today for more information on DiversiFi.
FP Transitions
NAPFA has partnered with FP Transitions, renowned financial services consulting firm dedicated to the advancement and sustainability of the wealth management industry. Harnessing decades of succession, transition and growth consulting expertise, FP Transitions transforms practices into thriving businesses that allow a smooth transition of ownership, increased firm value, and an optimal client experience.
Large Firm Forum Events
Learn more about NAPFA's Large Firm Forum, an invitation-only event for shareholders and principals of the country's largest financial firms.
Speaker Recommendation Form
Recommend speakers and presenters for upcoming events and conferences hosted by The National Association of Personal Financial Advisors.
Preconference: DEI Training & Certificate Program
Enhance your understanding and impact on diversity, equity, and inclusion in financial planning. Designed by advisors for advisors, this preconference session covers essential DEI topics—culture, hiring practices, people, and inclusion—offering valuable resources to help you create a more inclusive firm and better serve diverse clients.
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