What is Advisors4Advisors?
How do I join Advisors4Advisors?
Click here to sign-up for Advisors4Advisors.
What do paid A4A members get access to?
Unlimited free continuing education credit available 24/7 on most sessions from the CFP Board of Standards and the Investment Management Consultants Association, PACE credit toward CLU® and ChFC® designations, as well as IRS Continuing Education credits for Enrolled Agents. In addition, CPAs are eligible to receive continuing professional education credit for attending live sessions but not replays.
I recently joined A4A but I did not receive a confirmation email.
I'm a CPA. How can I receive CE credit from attending a live webinar?
CPA CPE credit is only available from attending live A4A webinars. Please refer to the Webinars tab to see which upcoming sessions are eligible for live CPA CPE credit.
When attending the live webinar, you must remain in the session for at least 50 minutes and answer the 3 polling questions.
For sessions listed as eligible for 2 CPA CPE credits, you must remain in the session for at least 100 minutes and answer the 6 polling questions.
I'm a CPA. How can I receive CPE credit from viewing a webinar replay?
CPA CPE credit is only available from attending live A4A webinars.
I'm a CFP, IMCA designee, or an IRS EA. How can I receive CE credit from attending a live webinar?
First check the session's event listing to confirm that it is either eligible or pending eligibility for the CE credit you're seeking to obtain.
CFPs, IMCA designees and EAs must all remain in the live session for at least 50 minutes. However, EAs must also answer the 3 polling questions launched during the live session.
Enter your CFP ID, IMCA ID or PTIN in the exit-survey. We report live webinar attendance for CFPs, IMCA designees and EAs.
I'm a CFP, IMCA designee, or an IRS EA. How can I receive CE credit from viewing a webinar replay?
To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.
I watched a webinar replay but the CE quiz is not appearing in my profile's CE Credit tab.
The quiz will only show up in your A4A profile's CE Credit tab if you view the replay for an uninterrupted 50 minutes for a session approved for one credit hour or 100 minutes for a session approved for two CE credit hours, without adjusting the time ticker. You cannot pause, rewind, or fast forward the replay.
If the session is listed as pending CE credit, the CE quiz will not yet be accessible.
I registered for an upcoming GoToWebinar session but I did not receive the GoToWebinar registration confirmation email.
A4A a few years ago used to send an email news digest daily. I no longer receive that. Why?
We stopped doing it in 2012 because no one wants another daily email.
A4A doesn't want to be part of the daily din.
We'll send out an email once a month. We may move back to once a week when we have more resources. When something important is happening, you will hear from us.
How often does A4A send out a digest email?
We'll send out an email digest once a month, sometimes more often. It depends on the news and markets. When something important is happening, you will hear from us.
How do I make sure I receive your email newsletter with the digest of A4A content?
While logged into A4A, click on "Account" in upper right.
In your account profile, click the "Subscriptions" tab and make sure it says "yes" to receiving weekly and daily digests.
How do I get Fritz Meyer's monthly PowerPoint slides?
Fritz Meyer's monthly PowerPoint presentations are available for just $600 a year — to A4A members. You can use them to create newsletters, blog posts, videos, articles, and presentations. Brand them with your logo, but be sure please to source it to Fritz Meyer Economics.
How do I get Robert Keebler's tax analysis PowerPoint slides?
Robert Keebler's tax analysis PowerPoint presentations are available for just $600 a year — to A4A members. You can use them to create newsletters, blog posts, videos, articles, and presentations. Brand them with your logo, but be sure please to source it to Keebler Tax & Wealth Education.
How do I get Craig Israelsen's asset allocation PowerPoint slides?
Craig Israelsen's asset allocation PowerPoint presentations are available for $600 a year. You can use them to create newsletters, blog posts, videos, articles, and presentations. Brand them with your logo, but be sure please to source it to 7Twelve® Portfolio.
I'm a subscriber to Fritz Meyer's, Robert Keebler's or Craig Israelsen's slide shows. How do I access the presentations?
The slides are only available for download at downloads.advisorproducts.com. Or, if you subscribed within the last few months, the slides plus the newly offered webinar transcripts are available for download in your dashboard at www.AdvisorProducts.com.
You should have received your user name and password via email when you first subscribed. If you've forgotten your username or password, please click on the Forgot your password? Forgot your username? links as appropriate.
My annual A4A PayPal subscription payment failed. How do I update my PayPal account so the payment processes on the next attempt?
There are two steps to complete within your PayPal account.
1. Log in to the PayPal account used to create the subscription and add a new funding source.
2. Click on the 'Profile' subtab.
3. Choose the 'Credit Cards' link from the Financial Information column.
4. Click 'Add'.
1. Click this link to access your A4A Subscription Details: http://bit.ly/2gCwgqc.
2. Under 'Subscription Funding Source' choose your new funding source from one of the drop-downs and save.
1. Log in to the PayPal account used to create the subscription and at the top-right there should be a gear icon, that’ll give you the option to access your Profile and/or settings page.
2. Click on the 'Profile' subtab, and on the next page, locate the My Money area.
3. Look for the 'Financial information' area and underneath should be your preapproved payments, which should then navigate you to see your Advisors4Advisors subscription listing.
4. Click on the Advisors4Advisors subscription to edit it, and you can then view the current funding source.
The credit card I used to create my annual A4A subscription has expired. How do I update my card so the payment processes on my annual renewal date?
A4A members must contact us by phone at 516-333-0066 x219 to request a change to their subscription billing information. This is because of the way that VISA handles the security. For security purposes, the card details are stored in the VISA cloud (not our server). We are then constrained by the way that the VISA system allows these changes, and for subscriptions, the consumer can not make these changes proactively.
I'm CFP or an IMCA designee and would like to take the Advisors4Advisors Ethics course. How do I sign-up?
I'm a CFP and just completed the ethics course and printed the letter for my files. Do you report this automatically to the CFP Board or am I required to send them the letter directly?
We submit the completed CFP certificants' Ethics CE credit to the CFP Board in monthly batches. Once the CFP Board has processed your Ethics CE credit, you will receive an email from the CFP Board detailing the continuing education hours that have been credited to your CFP account.
I'm an IMCA designee and just completed the ethics course and printed the letter for my files. Do you report this automatically to IMCA or am I required to send them the letter directly?
IMCA designees report programs accepted for CE credit online via your own IMCA account, using the approval letter that will appear in your A4A Account's CE Credit tab upon successful of the Ethics test. The A4A approval letter is the certificate of completion and already contains the unique IMCA-assigned program ID number, so IMCA designees can report the program online with ease. Please remember that designees must maintain physical evidence of completing CE programs in the event they are selected for audit.
How do I get back to the Ethics class if I'm interrupted?
Upon your purchase of the A4A Ethics course, you should have received a system email with the subject: "Advisors4Advisors - Thank you for purchasing our 2016 CFP Ethics CE course for A4A members.", which contains the unique link to access the Ethics course.