National Association of Insurance and Financial Advisors

NAIFA’s Professional Pathway to Empower Members with Personalized Plan for Success

NAIFA has launched a new online tool to help agents and financial advisors identify the knowledge, skills and abilities to ensure they are on the right path towards achieving professional success and effectively serving their clients. 

The new NAIFA Professional Pathway, ™ utilizes a dynamic, online, self-assessment tool linked to a comprehensive set of professional standards that will help advisors assess where they are in their practice and map a personalized professional development plan to take their practice to the next level. The Pathway was strategically developed through a complex process involving industry-specific research, job analysis, and validation by a team of subject matter experts. 

“The Professional Pathway is a state-of-the-art tool that benefits all agents and advisors aspiring to higher levels of professional success,” says NAIFA CEO Kevin Mayeux, CAE. “It helps them identify the professional-development skills they need to acquire to continue moving forward. No other association is offering anything like this to help advisors identify and build the specific skills that will lead to success.” 

The Pathway is organized across four professional standards:  

  1. Interpersonal Skills 

  2. Business Acumen 

  3. Ethical and Legal Practices 

  4. Technical Skills 

Within each professional standard, related competencies and behaviors are identified, which support the standard, as well as suggested proficiency standards that are appropriate for early (0-5 years), established (6-10 years) and accomplished (10+ years) career levels.  

Agents and advisors may use this information to gauge their knowledge and skill levels and identify gaps that may exist. When mapped to professional-development opportunities – such as the many education and training programs offered through NAIFA membership – the Pathway will empower agents and advisors with a plan to embark on their journey toward greater competency and skill proficiency. 

The Professional Pathway is scheduled to launch before the end of the year. For more information, visit 

About NAIFA 

Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.  

  • Posted September 15, 2018 IN

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