Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a weekly program produced by Advisors4Advisors addressing key issues affecting independent advisors, held Thursdays at 4 p.m. Eastern Time.


Members of Advisors4Advisors can replay any webinar 24/7 and receive unlimited free continuing education credit on most sessions from the CFP Board of Standards and the Investments & Wealth Institute of CE credit towards the CIMA® and CPWA® certifications (formerly IMCA), as well as PACE credit toward CLU® and ChFC® designations. A4A is also an IRS Continuing Education Provider to Enrolled Agents. In addition, CPAs are eligible to receive continuing professional education credit for attending live sessions but not replays.


The Financial Advisor Webinar Series began amid the near-collapse of the world financial system in October 2008 and hundreds of advisors now attend the live sessions or view replays every week. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

Date (Rating) Title
03/16/17
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4.7 (32)
RMDs And Retirement Portfolio Survival, Part Two
03/14/17
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4.8 (72)
Fritz Meyer Economic Update, March 2017
02/24/17
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4.8 (64)
2017 Tax Planning Opportunities And Traps For Investment Advisors
02/23/17
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4.8 (43)
Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
02/14/17
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4.9 (86)
Fritz Meyer Economic Update, February 2017
02/08/17
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4.3 (51)
Limitations Of Popular Financial Planning Software Applications For Professionals
01/27/17
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4.8 (41)
With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
01/26/17
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4.6 (39)
Low-Expense Portfolio Design For RIAs
01/10/17
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4.9 (114)
Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
12/21/16
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4.7 (3)
Key Features For RIAs In Office 365 And What's Coming In 2017
12/16/16
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4.9 (11)
Revenge Of The Nerds V: Strategies For CPA Financial Planners
12/14/16
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4.7 (22)
Smart Beta: Useful Or Not?
12/09/16
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4.7 (34)
2017 Compliance For RIAs
11/30/16
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4.6 (45)
Rebalancing: An Act Of Courage
11/16/16
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4.2 (5)
Fine-Tuning Office 365 For RIAs And Introducing Microsoft Flow
11/09/16
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4.8 (32)
Fritz Meyer Special Session: Donald J. Trump's Victory
10/27/16
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4.8 (37)
Designing Portfolios For Accumulation And Distribution Lifecycles
10/19/16
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4.5 (2)
Mobile Devices And Management For Advisors Using Office 365
09/29/16
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4.8 (39)
Inflation And Investing Since 1970
09/21/16
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4.0 (3)
Sharing Your Unique Abilities With Office 365
08/25/16
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4.9 (34)
Investment Basics For Advisors To Teach Prospects And Clients
08/17/16
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4.6 (5)
Outlook For Financial Advisors Using Microsoft Office 365
07/28/16
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4.9 (19)
Performance And Risk Metrics For Clients
07/20/16
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5.0 (6)
Compliance Features For Advisors In Microsoft Office 365
06/26/16
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0.0 (0)
Applying Behavioral Finance Theory To Respond To Brexit Fallout
06/24/16
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4.4 (35)
BREXIT Webinar, Today At 4 ET
06/15/16
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4.3 (3)
Security Features Of Microsoft Office 365/Microsoft Cloud
05/26/16
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4.7 (42)
Defining A Fiduciary-Level Of Diversification
05/20/16
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4.4 (39)
The DOL's New Fiduciary Rule
05/18/16
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4.2 (6)
Working With Web Apps And Documents Online In Microsoft Office 365

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