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Professional Development

BY Ted Godbout | 3/31/2018
Under a new, expanded scope of the fiduciary standard, CFP professionals will be required to act in the best interest of the client at all times when providing financial advice.  The new Code of... Read More
BY Ted Godbout | 1/18/2018
Knowledge of passive investment strategies, portfolio risk management, behavioral finance, fiduciary responsibilities and ethics top the list of enhancements to the Certified Investment Management... Read More
BY NAPA Net Staff | 12/13/2017
We’ve got a unique opportunity for advisors to hone your professional knowledge and earn the industry’s hottest new designation at the same time.As an exclusive for NAPA 401(k) SUMMIT advisor... Read More
BY NAPA Net Staff | 5/12/2016
Friday, May 13 is the deadline to register for the Certified Plan Fiduciary Advisor (CPFA) spring proctored exam in order to earn your CPFA credential.The CPFA credential — developed by some of the... Read More
BY Nevin E. Adams, JD | 7/20/2015
As most NAPA Net readers know (or should), earlier this year we launched a new certification, the Certified Plan Fiduciary Advisor (CPFA). Ours is a complex and ever-changing industry. Getting — and... Read More
BY NAPA Net Staff | 3/22/2015
For the first time, plan advisors now have a way to demonstrate that they have the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities: the... Read More
BY NAPA Net Staff | 9/23/2014
More than 100 financial advisor attendees of Matrix’s 2014 Get Connected Conference recently attained NAPA’s Qualified Plan Financial Consultant (QPFC) credential. ... Read More
BY John Ortman | 6/6/2014
Recently, the Leadership Center for Investment Stewards, led by Don Trone, completed research into the 10 attributes that are shared by highly effective leaders and decision makers — with an eye out... Read More
BY Fred Barstein | 5/5/2014
Asset International, the company that owns PlanSponsor and PlanAdviser, is in active discussion with potential buyers, according to a report by The Deal (subscription required). Austin Ventures, led... Read More
BY John Ortman | 3/13/2014
Editor’s Note: This is the second of three profiles of the finalists for the 2014 NAPA 401(k) Leadership Award.Now in its seventh year, the NAPA 401(k) Advisor Leadership Award continues to recognize... Read More
BY Don Trone | 1/27/2014
Researchers have concluded that the answer to that either/or question is “yes.” Elite advisors are both born and made. It's true that elite retirement advisors are likely to possess a common gene and... Read More
BY Fred Barstein | 8/23/2013
Where will the next generation of advisors come from and who will train them? The majority of advisors learn their skills at large institutions like wire houses and insurance networks, with some... Read More
BY Fred Barstein | 7/26/2013
As NAPA’s 1st Annual DC Fly-in Forum approaches, many top DC Congressional leaders and policymakers have agreed to speak, with more expected. Currently the agenda for the September 17-18 meeting... Read More
BY John Ortman | 4/26/2013
In a video interview with NAPA Net, Don Trone, GFS, discusses the new Leadership Center for Investment Stewards and the boot camp program he developed in conjunction with the Thayer Leader... Read More
BY NAPA Net Staff | 12/14/2012
Advisors and industry professionals know that training, certification and continuing education are important — not just for personal and professional growth but also because clients value it. In fact... Read More
BY NAPA Net Staff | 12/3/2012
A new online service allows financial advisors to gather detailed information about the growing number of career opportunities throughout the industry. The “Career Center,” launched Dec. 3 by... Read More