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 Fridays 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 Investment Management Consultants Association, 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
08/22/14
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4.6 (36)
How Advisors Can Encourage Good Behavior In Retirement Investors
08/15/14
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4.7 (40)
Strategic Tax Planning For Large IRAs
08/01/14
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4.6 (18)
Ensure Great Execution Through SMART Goals And Key Performance Indicators
07/25/14
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4.9 (34)
LinkedIn For RIAs, Ninja-Style
07/18/14
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4.7 (26)
What Every Advisor Needs To Know About Self-Directed IRAs
07/11/14
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4.7 (41)
75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
06/27/14
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4.8 (39)
75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
06/13/14
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4.5 (13)
How To Set Up And Run An Internship Program At An RIA
06/06/14
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4.1 (20)
Making Your RIA GIPSĀ® Compliant
05/29/14
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4.7 (38)
75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*
05/16/14
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4.2 (12)
How To Produce And Edit Your Own Video Presentations
05/09/14
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4.6 (31)
SEC's New RIA Guidance On Social Media
04/25/14
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4.8 (68)
Bracket Management And Tax-Aware Investing
04/11/14
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4.2 (49)
Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
04/04/14
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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
03/07/14
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4.2 (47)
An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
02/28/14
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4.1 (48)
The Psychology Of Risk: The Behavioral Finance Perspective
02/21/14
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4.4 (47)
An Advisor's Guide To The Proper Use Of Life Insurance
02/07/14
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4.2 (74)
The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
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
01/10/14
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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
12/06/13
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4.1 (24)
A Financial Planner's Guide To Energy Investing
11/22/13
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4.6 (52)
The Problem Of Chasing Performance
11/15/13
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4.4 (44)
A Financial Advisor's Guide To College Admissions
11/08/13
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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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