IAR CE Add-On
For the second year, NAPFA is pleased to offer an Investment Adviser Representative (IAR) Continuing Education (CE) add-on at the Spring 2026 National Conference. For $35, this add-on allows you to earn IAR CE credit by attending the eligible sessions listed below, either live at the conference or, for select sessions, through post-event recordings. The IAR CE add-on enables seamless, automatic reporting to FINRA.
IAR Eligible Sessions
Ethics & Professional Responsibility
- Are you Prepared? Cybersecurity Threats and Incident Response Strategies for 2026
- CFP Ethics: A Practical Application of CFP Board's Code and Standards (2 IAR, CFP, and NAPFA CEs and 2 NASBA CPEs)**
- From Passwords to Crypto: What Every Advisor Must Know About Digital Legacy Planning
- Staying Compliant Worldwide - FBAR, FATCA, and Foreign Trust Reporting for High-Net-Worth Clients
Products & Practice
- State Estate and Inheritance Taxes
- Student Loan Planning Reloaded: Your OBBBA Roadmap for 2026 and Beyond State Estate and Inheritance Taxes**
- Understanding the Social Security Disability Determination Process
- Wealth in the Middle Lane: Estate Planning for the Middle Rich
Unless noted, all courses offer 1 IAR, 1 CFP, and 1 NAPFA CE, as well as 1 NASBA CPE.
**Recordings will not be made available.
IAR General Information
- You can check your IAR CE status through your Financial Professional Gateway (FinPro) account.
- For questions regarding your IAR CE requirement, check out NASSA's FAQs.
- Not sure if you’re required to complete state-mandated IAR CEs? Check NASAA's IAR CE map.
- Did you forget to add the package to your initial registration? Follow these steps to add it now.