Are continuing education (CE) credits available?
NAPA Members:
The 2024 NAPA 401(k) Summit is designed to offer more than 14 hours of NAPA Relevant Topics, ASPPA, and NTSA CE credit to attendees. Additional credit hours can be earned by attending the NAPA CPFA®, ESG(k)™, and RI(k)™ Bootcamps at Summit.
Accountants (NASBA):
Attendees can earn up to a maximum of 14 CPE, including 7 hours of Specialized Knowledge and 7 hours of Taxes.
Attorneys (CLE Credit):
Approved: Missouri
Pending: Nebraska
AIF®:
This event is eligible for 9 hours of CE credit for Broadridge Fi360 Solutions (includes CE for AIF®, AIFA® and PPC® Designees).
CFP®:
Attendees can attend the following learning activities to earn CFP® CE:
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- General Sessions:
- GS1: From the Hill to the Summit with Brian Graff and Lisa Gomez — 2.00
- GS3:The Future of Wealth Management — 1.00
- GS4: What Do They Want? Ask a Plan Sponsor — 1.00
- Workshops:
- Compare “Shuns”: Retirement Income Solutions – How to Compare — 1.00
- Scale Tales: Are PEPs an Advisor’s Friend or Foe? The Good, the Bad, and the Ugly — 1.00
- Study “Haul”: A First Look at Industry-Leading Advisor Practice Insights — 1.00
- “Drive” Ways: Driving Better Insights and Outcomes Securely with Artificial Intelligence — 1.00
- Care “Bear?”: Medicare – The Hibernating Challenge That is Set to Wake-Up — 1.00
- Executive “Branch”: Nonqualified Plans/Executive Benefits: A Little Less Talk and a LOT More Action — 1.00
- Expense “Sieve?”: Managed Accounts, Just a More Expensive Target Date Fund? — 1.00
- Finals “List”: Finalist Presentations Do’s and Don’ts — 1.00
- Service “Stations”: Segmenting Your Service Model — 1.00
- (Better) Income Outcomes: Key Elements in Enabling Lifetime Income Adoption — 1.00
- Impact “Ed”: Elevating Strategic Plan Committee Conversations to Make an Impact on What Matters Most to Employees — 1.00
- Mod Cast: Nevin & Fred Live! — 1.00
- ‘Cash’ Cowed?: The Cache of Cash Balance Plans — 1.00
- Behavioral Finance and Investor Psychology: The Role of Emotions, Biases, and Cognitive Processes in Retirement Planning and Investing — 1.00
- Bridge Builders: Small Plans, Big Opportunities & Closing the Coverage Gap — 1.00
- Wealthy “Whys”: How to Apply a Wealth Management Approach to Your Retirement Plan Clients — 1.00
- Habits, Forming: What Are the Daily Habits and Behaviors of the Most Successful Advisors? — 1.00
- Closing the Wealth Gap: Building Inclusion into a Retirement Plan — 1.00
- Duties “Bound”: Fiduciary Best Practices — 1.00
- Suit “Cases”: Lessons from Litigation — 1.00
- Bootcamps:
- NAPA CPFA® Bootcamp — 4.50
- NAPA ESG(k)™ Bootcamp — 4.00
- NAPA RI(k)™ Bootcamp — 3.50
- General Sessions:
IMCA/CIMA Credit:
Attendees may self-report attendance using the IWI member portal.
Insurance:
Approved: Alabama, Iowa, Pennsylvania, South Dakota
Pending Approval: Connecticut, Georgia, Hawaii, Nebraska, Nevada, North Carolina, Oregon, West Virginia
If you are interested in earning CE from an organization not listed above, you still have the option to self-report your attendance to the credentialing body. However, whether you receive credit depends on their self-reporting policy.
Additional CE requests will not be accommodated at this time.