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40年来, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. 在严格的收费环境下工作, 受托人资格, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.

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bet5365首页手机版下载 financial planners focus on your entire financial plan. From just starting out to retirement, they help you outline the path to achieving your financial goals. 你只收费, fiduciary planner will help you build a holistic plan that is focused on your needs, 你的目标和未来.

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NAPFA affiliated financial planners differentiate themselves by adhering to rigorous competency and ongoing continuing education standards. That means they will partner with you to navigate complex financial issues regardless of client circumstances and objectives.

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 Working with a NAPFA-affiliated Financial Advisor means putting you, the consumer first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.

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NAPFA 2024地区研讨会

Registration is now open for the 2024 Region Symposiums. Come together with local financial advisors for an upcoming Region Symposium. Gain continuing education hours and network with peers in the field!

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Serve on the NAPFA Board of Directors

Serving on the NAPFA Board of Directors is a vital opportunity to contribute to the profession and contribute to the future direction of the association. The NAPFA Leadership Development Committee (LDC) is now accepting applications from members to fill expected board openings for the 2024-2027 term. 

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Participate in the NAPFA 一些培训 & 证书项目

 The NAPFA 一些培训 and Certificate program aims to provide NAPFA members and other financial advisors resources and education around four specific DEI topics—culture, 招聘实践, 人, 和包容.

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Register for the 365bet线上盘口app官网

Join fellow NAPFA members for a free webinar series focused on imporoving the client experience and attracting ideal clients.

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下载一些工具包

Since the 一些倡议 was launched in 2018, NAPFA has worked to strengthen relationships between financial planning professionals and the diverse populations they serve. 

Use the 一些工具包 to help you start the DEI dialogue and strengthen your firm’s DEI strategies. 


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Access a New 教育合作伙伴hip Available to 成员

NAPFA与ENLITE合作, a unique organization that bridges the gap between financial planning, 领导, 心理健康. Content is created and delivered by Dr. Sonya Lutter, a CERTIFIED FINANCIAL PLANNER™ professional and Licensed Marriage and Family Therapist.

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We are proud of the community we have created. Hear from voices within our community!

4人以上,600年托管费, 受托理财规划师, NAPFA提供教育, 专业的365bet线上盘口app官网, 业务拓展资源, and advocacy in support of member success.

Joining NAPFA was one of the best decisions I made as a financial planner as it has helped me find a community of like-minded individuals committed to the cause of Fee-Only financial planning. Being surrounded by so many great planners who uphold the fiduciary standard is a breath of fresh air in the financial services industry and I would encourage anyone who is considering membership to jump in whole-heartedly.

Franko Gay, CFP®，EA  ——Tobias Financial Advisors

NAPFA continues to be the standard for advisors who take the fiduciary standard seriously. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence. Serving in different capacities in this organization has not only raised my competence in the field but also is a great way to give back to a profession that has given me so much. 

费洛德·卡利克斯特，J.D., CFP®  -制高点规划

 NAPFA has done a great job of raising awareness of the value of the profession. It continues to be a very credible voice that speaks to fee-only planners and the importance of always working in your clients’ best interests.

克拉丽莎R. 霍布森,CFP®  -转化财富
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NAPFA教育

NAPFA学习中心

  • 与NAPFA合作

    NAPFA is available to help you expand your reach to its members and financial advisors within the profession through sponsorship, 广告, 和更多的.

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  • 注册参加即将到来的网络研讨会

    NAPFA webinars are a convenient way to fulfill CE requirements and learn how to grow your business.

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  • Attend the NAPFA 2024年春季全国会议

     Registration is now open for the 2024年春季全国会议 taking place Ma 8-11 in Fort Worth, TX. Attend to experience unparalleled education and an opportunity to engage with fellow advisors in the NAPFA community. 

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NAPFA学习中心