Continuing Education

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Continuing Education Instructions

To report your attendance to earn CE credits for NAPFA, CFP, NASBA, and IRS, you will need to complete a CE Proof of Attendance Form.

Session Evaluations

Below are links to all of the session evaluations at the 2019 ACP Annual Conference, listed in order by session time. These are also available at the bottom of the session descriptions in the conference mobile app. If you are a CPA, you must complete the individual session evaluations in order to receive NASBA CPE credit.

Below is a summary of CE credits for the 2019 ACP Annual Conference:
NAPFA CE: 31 hours
CFP Board CE: 21 hours
NASBA CPE: 29 hours
IRS CE: 3 hours

Tuesday, November 12

ACP Pyramid and Toolkit Bootcamp
Presented by Karen Folk, William Cuthbertson, Sophie Kaluziak, Jo Anne Paynter and Chip Simon
3 NAPFA CE Credits - Financial Planning Process; 3 CFP CE Credits - General Financial Planning Principles; 3 NASBA CPE Credits - Specialized Knowledge

CFP Board’s Revised Code and Standards/Diversity Workshop
Presented by Wendy Marsden and Courtney Ranstrom
2 NAPFA CE Credits - Ethics, 2 CFP CE Credits - Professional Conduct and Regulation

Wednesday, November 13

How to Feel as Bright as Your Clients Think You Are: Why Capable People Suffer from Impostor Syndrome and What to Do About It
Presented by Dr. Valerie Young
1 NAPFA CE Credit - Strategic Thinking, 1 NASBA CPE Credit - Communications and Marketing


Rebutting the Attacks on Bond Ladders
Presented by 
Steve Huxley and Brent Burns
1 NAPFA CE Credit - Investments; 1 CFP CE Credit - Investment Planning; 1 NASBA CPE Credit - Specialized Knowledge

Digitizing Retirement Income Planning
Presented by 
Abraham Okusanya
1 NAPFA CE Credit - Retirement Planning and Employee Benefits; 1 CFP CE Credit - Retirement Savings and Income Planning; 1 NASBA CPE Credit - Specialized Knowledge


Late-Stage College Planning
Presented by Lynn O’Shaughnessy
1 NAPFA CE Credit - Strategic Thinking; 1 CFP CE Credit - Education Planning; 1 NASBA CPE Credit - Specialized Knowledge

Productivity and Time Management for G2 Employees
Presented by Cole McClarren
1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge


Long-Term Care Planning for your Clients
Presented by 
Jerry Skapyak
1 NAPFA CE Credit - Insurance and Risk Management; 1 CFP CE Credit - Risk Management and Insurance Planning; 1 NASBA CPE Credit - Specialized Knowledge

Elevating the Client Experience
Presented by 
Andrew Town
1 NAPFA CE Credit - Marketing and Practice Management; 1 CFP CE Credit - General Financial Planning Principles; 1 NASBA CPE Credit - Specialized Knowledge

How Associate Advisor Roles Change and Evolve
Presented by Ken Robinson and Britta Koepf
1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge


Empowering Language: How to Give Advice People Can Hear
Presented by Liz Weston
1 NAPFA CE Credit - Communications; 1 NASBA CPE Credit - Communications and Marketing

How to Work with the Media and Earn a Gold Star Every Time: Confessions and Advice from Five Top Journalists and a PR Pro
Presented by Marie Swift, Lynn O'Shaughnessy, Bob Veres, Gail MarksJarvis and Liz Weston
1 NAPFA CE Credit - Marketing and Practice Management;  1 NASBA CPE Credit - Communications and Marketing



Thursday, November 14

Delivering Value That Will Never be Undervalued

Presented by Mitch Anthony
1 NAPFA CE Credit - Marketing and Practice Management, 1 CFP CE Credit - General Financial Planning Principles; 1 NASBA CPE Credit - Specialized Knowledge

Home Equity Planning “How To”: Identify Candidates and Introduce Reverse Mortgages into Your Practice
Presented by Jerry Auippa
1 NAPFA CE Credit - Retirement Planning and Employee Benefits; 1 CFP CE Credit - Retirement Savings and Income Planning; 1 NASBA CPE Credit - Specialized Knowledge


Message Mapping and Creating an Elevator Pitch
Presented by Marie Swift
1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Communications and Marketing


Adding Value to Your Clients with Business Retirement Plans
Presented by Carol Friedhoff, Ed Fulbright and John Scherer
1 NAPFA CE Credit - Retirement Planning and Employee Benefits; 1 CFP CE Credit - Retirement Savings and Income Planning; 1 NASBA CPE Credit - Specialized Knowledge; 1 IRS CE Credit - Qualified Retirement Plan Matters


Working Well with Widows
Presented by Kathleen Rehl
1 NAPFA CE Credit - Communications; 1 CFP CE Credit - General Financial Planning Principles; 1 NASBA CPE Credit - Communications and Marketing

The Yield Is Greatest Before It’s Zero: The Ins and Outs of Bond Ladders
Presented by 
Jeffrey Augustine
1 NAPFA CE Credit - Investments; 1 CFP CE Credit - Investment Planning; 1 NASBA CPE Credit - Specialized Knowledge


Compliance Considerations in Growing an RIA: How to Grow your Firm Compliantly
Presented by 
Lori Neidel
1 NAPFA CE Credit - Marketing and Practice Management; 1 CFP CE Credit - Professional Conduct and Regulation; 1 NASBA CPE Credit - Specialized Knowledge


ACP Advanced Planner Retreat: What We Learned 2019
Presented by 
Ken Robinson and Jane Young

1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge

Business Entity Considerations Under the Tax Cuts and Jobs Act
Presented by 
Larry Pon

1 NAPFA CE Credit - Income Tax Planning; 1 CFP CE Credit - Tax Planning; 1 NASBA CPE Credit - Taxes; 1 IRS CE Credit - Federal Tax Law / Federal Tax Related Matters

Preparing Your Firm (and Yourself!) for Internal Succession

Presented by Josh Cutler, Meredith Briggs, Penny Marchand and Jeff McClarren
1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge

A Tale of Two Decades: International and Emerging Markets Investing

Presented by Karen Umland

1 NAPFA CE Credit - Investments; 1 CFP CE Credit - Investment Planning; 1 NASBA CPE Credit - Specialized Knowledge


Friday, November 15

Doing More in Less Time: Building an Efficient
 ACP Ensemble Firm
Presented by Jake Kuebler
1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge

ACP D3 = Drop Dead Drill: How to Prepare for Future Client Illness, Disability, or Death

Presented by Penny Marchand
1 NAPFA CE Credit - Estate Planning; 1 CFP CE Credit - Estate Planning; 1 NASBA CPE Credit - Specialized Knowledge


The Tax Cuts & Jobs Act: You Know the Law, Now Make Sure You’re Taking Advantage of It!
Presented by 
Larry Pon
1 NAPFA CE Credit - Income Tax Planning; 1 CFP CE Credit - Tax Planning; 1 NASBA CPE Credit - Taxes; 1 IRS CE Credit - Federal Tax Law / Federal Tax Related Matters

ACP Best Practices – A System Committee Report

Presented by Fran Goldman, Meredith Briggs, Alicia Klein and Mike Stanton
1 NAPFA CE Credit - Financial Planning Process; 1 NASBA CPE Credit - Specialized Knowledge

Client Service Experience - Moving from Great to Exceptional in Three Steps
Presented by Cheryl Holland
1 NAPFA CE Credit - Marketing and Practice Management; 1 CFP CE Credit - General Financial Planning Principles; 1 NASBA CPE Credit - Communications and Marketing


If you have any questions regarding CE credits, contact MaryKate Foust at marykate@acplanners.org.






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