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Affiliate Forms

If you are needing reimbursement for expenses related to an affiliate/district meeting, download and complete the form below.  
Affiliate/District Reimbursement Form
Have a course you are wanting to offer for CE? Download and complete the following form to initiate the approval filing process. A 35-day notice is required.  

NAIFA Iowa CE Filing Form

CE Library

If you are interested in offering CE at an upcoming meeting contact director@naifaiowa.org with the following information:

  • Speaker name and bio
  • Date
  • Location
  • Time

Once you have a meeting date the course needs to be scheduled with the state. A 15-day notice prior to the scheduled course is needed to submit for credit

2024 Approved Courses
Renewal Date
Estate Planning - Multi-generational assets  ( 107557 ) 2/22/2026
Ethics for Agents - A Look at Violations Around the Country  ( 107550 ) 2/21/2026
Refocus Retirement  ( 107558 ) 2/22/2026
Social Security & Taxes  ( 107556 ) 2/22/2026
Social Security Claiming  ( 107555 ) 2/22/2026
The Power of QHDHP's and Health Savings Accounts  ( 107549 ) 2/21/2026