Advisors4Advisors
CFP CE, CPA CPE, & IAR CE classes led by thought leaders on crucial topics.
Not A Member?
All of the live and on-demand CE and CPE webinars listed below are free with membership.
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A4A Membership
BundleCFP, CIMA, CPA, and IAR CE/CPE meeting CFP Board, IWI, NASBA, IRS EA and NASAA requirements, delivered via webinars on-demand by thought-leaders, including Fritz Meyer, Craig Israelsen, Frank Murtha, completion certificates and CE/CPE reporting.
$59.99 / 3 months
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Fritz Meyer Monthly Slides
BundleFritz Meyer’s presentations consist of about 50 charts and tables monthly. The transcribed slides from Fritz Meyer's CE/CPE webinars on A4A explain the latest financial economic data driving corporate earnings and can be branded with your logo.
$199.99 / 3 months
Latest Classes
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Amid Heightened Fears, Core Concepts To Remind Clients; Craig Israelsen’s Portfolio Design CE Course
CourseThis is not the first time fear shook confidence in financial economic conditions. By the end of this class, professionals are equipped with evidence-based strategies to help retirees maintain financial security and confidence in their portfolios.
$29.99
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Economic Crosswinds, March 2025
CourseLIVE! March began amid worsening inflation, employment and consumer confidence reports. Should you worry? Get answers in this IAR, CFP, CIMA CE, and CPA CPE session on March 11, 2025, 4 PM EST.
$39.99
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Key Variables In Retirement Portfolio Analysis, Craig Israelsen
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
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Supreme Court Rejects Key SEC Enforcement Method
CourseThe Supreme Court's ruling against the SEC's administrative enforcement system is a game-changer. Jeffrey Plotkin, J.D., breaks down how the decision weakens the SEC’s ability to impose civil penalties in-house, shifting fraud cases to federal courts
$29.99
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FOMO And Other Psychological Influences In Bull Markets, Frank Murtha
CourseThis IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
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Tax Planning Strategies for 2025
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
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Mastering Diversified Portfolio Strategies
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
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The Fiduciary Era Of Life Insurance, Steven Zeiger
CourseThe fiduciary era of life insurance began on February 1st, 2020, when NYS DFS Reg 187, the Suitability and Best Interests in Life Insurance and Annuity Transactions, became effective. Limit liability exposure in fulfilling your fiduciary obligations.
$29.99
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Fritz Meyer Economic Update, February 2025
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
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Raising Children in a Wealthy Community, Frank Murtha
CourseThis IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
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Investment Adviser Performance Advertising Rules
CoursePresenting investment performance in marketing and advertising; tips and traps to consider. Even if you are not planning on advertising performance, with AI disruption, IA Reps need to know the rules of how to advertise investment performance.
$29.99
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Core Concepts In Financial Counseling, Frank Murtha
CourseThis IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
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Sharing Investment Insights with Clients; Craig Israelsen’s Portfolio Design CE Course
CourseThis is not the first time fear shook confidence in financial economic conditions. By the end of this class, professionals are equipped with evidence-based strategies to help retirees maintain financial security and confidence in their portfolios.
$29.99
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Navigating Economic Trends for Fiduciaries, On-Demand, Fritz Meyer
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
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No-Landing In Sight, Fritz Meyer, October 2024
CourseSeptember’s better-than-expected job growth and ISM Services Purchasing Managers Index, amid low inflation and real wage gains mean the economy is not losing altitude. It's a no-landing outlook, a return to a Goldilocks economy.
$29.99