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NAIFA Survey on Member Practice Lifecycle and Professional Development Offerings

With nearly one‑third of financial advisors expected to retire in the next decade, NAIFA is gathering insights to better support members at every stage of the advisor lifecycle, from growth and acquisition to succession and exit planning. Estimated Completion Time: 5–7 minutes
Section 1: About You & Your Practice
1.How many years have you been in the financial services industry?(Required.)
2.What is your current age range?(Required.)
3.What is the structure of your practice?(Required.)
4.What is your primary business model?(Required.)
Section 2: Growth & Business Objectives
5.Which of the following best describes your current mindset toward growth?(Required.)
6.Are you interested in any of the following growth strategies? (Select all that apply)(Required.)
Section 3: Succession & Transition Planning
7.Do you currently have a formal succession plan in place?(Required.)
8.When do you anticipate transitioning out of your practice?(Required.)
9.Which exit‑related options are you considering? (Select all that apply)(Required.)
Section 4: Support & Resources
10.What resources would be most helpful for your current stage? (Select all that apply)(Required.)
Section 5: Education and Professional Development
11.As part of your membership, NAIFA offers monthly educational webinars at no additional cost. Have you attended a webinar over the last year?(Required.)
12.NAIFA also offers a range of educational courses and professional development opportunities at an additional cost to your membership. The following questions describe current and future offerings and ask what price range you would be willing to pay for each of them. Here is the first:

NAIFA and IFA Academy National AI Education and Certification Program led by leading AI insurance expert (includes 12 online educational modules designed to build competency in AI for insurance advisors, managers, and financial planners, plus 12 instructor-led webinars of approximately 2 hours each. CPD/CE Credits earned).(Required.)
13.NAIFA Skillset® Powered by Trustworthy Selling (live in-person 6-hour course delivering skills to grow your business and deepen client relationships; offered through NAIFA state chapters).(Required.)
14.LUTCF designation virtual learning modules:(Required.)
15.LILI (Leadership in Life Institute) in-person leadership training through NAIFA Chapters (six, one-day sessions)(Required.)
16.Certified Home Equity Advisor Certification program offered through NAIFA and Fairway Mortgage(Required.)
Value of NAIFA Membership
17.How would you rate the value of your membership with NAIFA (i.e. what you get for the dollars invested?)(Required.)
18.How can NAIFA add value or serve you better?(Required.)
19.Optional:
· Name

· Email

· Cellphone

· Agency/Firm Name