Skip to content
Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Running an RIA · Talk

NAPFA Financial Planning Competition FAQs

It may be useful for wealth professionals who want to understand how NAPFA's student competition introduces CFP candidates to Fee-Only planning work and how experienced members participate as judges and coaches.

Plays here from the publisher’s YouTube channel. Nothing loads until you press play.7 min
On the publisher’s site

Summary

By the running an ria desk

This NAPFA video is framed as an FAQ on its Student Financial Planning Competition. Per the description, students in CFP Board Registered Programs work through a real-world client case, build a comprehensive plan and present recommendations on video, with experienced NAPFA members judging submissions and coaching finalists.

  1. Students in CFP Board Registered Programs work through a real-world client case and build a comprehensive plan.
  2. Students present their recommendations on video.
  3. Experienced NAPFA members judge every submission and coach the finalists.
  4. The competition gives students an early look at a career in Fee-Only financial planning.

Similar items

Same topic
Dr. Daniel Crosby - The Psychology of Financial Anxiety: Five Types of Anxious Clients and What Actually Calms ThemStandard Deviations with Dr. Daniel Crosby (Orion)20 minOct 29
Ep. 116 – 33 Years and $1.5 Billion AUM – What still keeps this advisor up at night? with Albert Fox, CFP®, CIMATop Advisor Podcast (Bill Cates)39 minOct 28
Ep. 116 – 33 Years and $1.5 Billion AUM – What still keeps this advisor up at night? With Albert Fox, CFP®, CIMATop Advisor Podcast (Bill Cates)39 minOct 28
The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment ...Michael Kitces (Kitces.com)35 minOct 28
Ep 43: How do I start estate planning? - with Rose FayeMoney on Your Mind (Edelman Financial Engines)18 minOct 28

Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.