Note: When you are reporting NAPFA CEs, you can choose “Pro Bono Service” under Study Type on the “Add CE Credits” screen.
For Sponsored By, list the organization/source that referred or recommended the client, and for Program Name, list the type of work you did for the client, like education planning, mortgage evaluation, debt management, etc. The NAPFA Subject Codes will remain the same, so please just select the best option.
