NAPFA COVID-19 Resources

Throughout the COVID-19 crisis, NAPFA remains a partner and resource for the member community. As the COVD-19 pandemic evolves, NAPFA members will need support more than ever - with financial planning issues, disaster response, insurance questions, well-being concerns, client communication, practice management challenges and a variety of other concerns as we venture into uncharted waters.

This page contains resources to assist you with navigating the COVID-19 outbreak. Please keep checking back, as it will be updated regularly.

If you have specific financial planning questions, we encourage you to visit NAPFA Engage’s Open Forum. With access to all 3,800+ NAPFA members, you’ll find a collaborative, knowledgeable community that’s willing to share resources, answer questions, and support fellow fee-only financial planners on a daily basis.

Government Updates

Financial Planning Updates & Resources

NAPFA Virtual Learning Resources

CFP Board Update

CARES Act Updates

Details on Tax Filing Date change to July 15

Compliance Resources

Pro-Bono Resources

FFPs Guide to Financial Resources for Pro Bono Advisors and Clients

TD Ameritrade Resources

  • Business Continuity Portal- During a time when advisors are navigating through a world that is anything but business as usual, TD Ameritrade Institutional would like to lend support advisors during these turbulent times. This resource page has been crafted to host virtual resources focused on what advisors need to know from business continuity planning and managing stress to understanding the virus and its impact.

Workplace Resources

Human Resources

Working Remotely

Wellness Resources

Tap into the Power of Your Community

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