NAPFA has partnered with the following organizations to provide members with access to a variety of education and training.

NAPFA AARP BankSafe Program

NAPFA is proud to work with AARP as a founding distributor of its BankSafe training program. This program offers a free, online training platform developed in collaboration with more than 2,000 industry professionals to help financial advisors identify and stop suspected financial exploitation of older clients. The training has already protected 11 million consumers and stopped more than $23 million from exploitation.

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NAPFA has partnered with ENLITE, a unique organization that bridges the gap between financial planning, leadership, and mental health. Content is created and delivered by Dr. Sonya Lutter, a CERTIFIED FINANCIAL PLANNER™ professional and Licensed Marriage and Family Therapist.

ENLITE Community is designed to help you implement new concepts and learn more about the human side of financial planning. You will receive a new fact sheet each month on what to promote and avoid in client meetings. You can ask questions relevant to your practice and discuss implementation strategies and referrals.

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Herbers & Company Academy

NAPFA has partnered with Herbers & Company Academy for members to receive a 20% discount on virtual trainings and tools each month with Herbers & Company Academy. Specific to financial advisory firms, Herbers & Company Academy is online, 24/7 access to training programs, tools, and insights. They cover topics such as business planning, client experience, client communication, digital innovation, operations, employee management, technology, sales, and marketing.

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NAPFA Medicare Interactive Pro On-line Training

NAPFA has partnered with the Medicare Rights Center, the country’s largest independent source of Medicare information and advice, to offer Medicare Interactive Pro (MI Pro). If you want to learn more about Medicare to better serve clients and need a reliable and convenient educational resource- Medicare Interactive Pro (MI Pro) is for you.

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NARSSA RSSA eLearning Program

NAPFA has partnered with The National Association of Registered Social Security Analysts (, the nation’s leading membership organization for financial professionals and advisors engaged in Social Security advisory. If you want to learn more about Social Security to better serve clients, the RSSA eLearning program is for you. Become an expert Social Security Advisor - a Registered Social Security Analyst

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