Discover various discounts on products and services available to NAPFA members below. The discounts are divided into several main categories. Simply click the buttons below for more information. When you contact one of these firms, say, "Yes, I belong to NAPFA" to receive the product or service discount.
Betterment for Advisors
College Aid Pro
Collegiate Funding Solutions
PayForED -Student Loan and College Funding - 3 in 1 Software Suite
Money Tree Software
Bob Veres Inside Information
DST - OPUS Online Publication Utility System
Strangers in Paradise - Jim Grubman
Registered Investment Adviser's Compliance Survival Toolkit
Stark and Stark
Markel Cambridge Alliance
Ryan Insurance Strategy Consultants
Long Term Care Physicians Mutual
Other Products and Services
Behavioral Finance Network
Hello My Name Is, LLC
Life Goes on Roadmap
The National Underwriter
If you know of a provider that may be willing to offer similar discounts to NAPFA members, please contact the NAPFA Membership Team.
We are grateful to each of the service providers for offering discounts as a benefit to NAPFA Members. However, it should be understood that NAPFA does not undertake the responsibility of performing due diligence on individual providers. Also, inclusion in the following list does not constitute an endorsement by NAPFA. Members should perform their own due diligence on any products or services which they use or recommend.