Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a free weekly program addressing key issues affecting independent advisors every Friday at 4 p.m. Eastern Time. 

Members of Advisors4Advisors can replay any webinar 24/7 and receive free continuing education credit from the CFP Board of Standards, the Investment Management Consultants Association and PACE credit toward CLU® and ChFC® designations for most sessions.

The Series was started during the near-collapse of the world financial system in October 2008 and hundreds of advisors attend the live sessions or view replays every week.
Click here for instructions on reporting CE Credit from webinar replays. Registered members only.

Attention Enrolled Agents! Advisors4Advisors is now an IRS Continuing Education Provider. Click here for details.
Date (Rating) Title
06/06/14
User rating
 
0.0 (0)
Making Your RIAs GIPS Compliant
05/13/14
User rating
 
0.0 (0)
Fritz Meyer Economic And Investment Update, May 2014
05/09/14
User rating
 
0.0 (0)
The SEC's New RIA Guidance On Social Media
04/25/14
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0.0 (0)
Tax Analysis And Explanation, April 2014
04/11/14
User rating
 
4.2 (49)
Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
04/08/14
User rating
 
4.7 (57)
Fritz Meyer Economic And Investment Update, April 2014
04/04/14
User rating
 
4.5 (56)
Inflation And Asset Performance
03/21/14
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4.7 (23)
Manager Selection And An Update On CFA Institute Initiatives For Advisors
03/11/14
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4.8 (66)
Fritz Meyer Economic And Investment Update, March 2014
03/07/14
User rating
 
4.2 (47)
An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
02/28/14
User rating
 
4.1 (48)
The Psychology Of Risk: The Behavioral Finance Perspective
02/21/14
User rating
 
4.4 (47)
An Advisor's Guide To The Proper Use Of Life Insurance
02/11/14
User rating
 
4.7 (71)
With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014
02/07/14
User rating
 
4.2 (74)
The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
01/28/14
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4.3 (42)
Creating Tax-Alpha In Today's Interest And Tax Rate Environment
01/24/14
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4.0 (27)
Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns
01/17/14
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4.0 (70)
The New Ideas Changing Retirement Income Planning
01/14/14
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4.9 (63)
Fritz Meyer Economic And Investment Update, January 2014
01/10/14
User rating
 
4.6 (37)
2014 Compliance: Are You Ready For An Exam?
12/20/13
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4.7 (31)
3.8% Surtax On Net Investment Income: The Final Regs
12/13/13
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4.7 (37)
2014 Estate Planning Update For Financial Planners
12/10/13
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4.8 (62)
Fritz Meyer Economic And Investment Update, December 2013
12/06/13
User rating
 
4.1 (24)
A Financial Planner's Guide To Energy Investing
11/26/13
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4.5 (50)
Tax-Sensitive Retirement-Income Withdrawal Strategies
11/22/13
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4.6 (52)
The Problem Of Chasing Performance
11/15/13
User rating
 
4.4 (44)
A Financial Advisor's Guide To College Admissions
11/12/13
User rating
 
4.8 (71)
Fritz Meyer Economic And Investment Update, November 2013
11/08/13
User rating
 
4.2 (51)
The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
11/01/13
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4.5 (59)
Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
10/25/13
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4.4 (47)
Taxation Of REITs, MLPs, Oil & Gas, And Real Estate

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