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 also is 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
03/07/14
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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
10/11/13
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4.4 (23)
What's Your RIA Worth?
10/04/13
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4.3 (35)
Strategic Alliances With Accountants And Attorneys
09/27/13
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4.7 (42)
A Financial Advisor’s Guide To Maximizing IRAs
09/20/13
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4.4 (33)
Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
08/02/13
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4.3 (24)
Life & Disability Insurance; Six Current Case Studies
07/19/13
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4.7 (52)
Attributes Of Major Asset Classes And Associated Behavioral Finance Issues
06/28/13
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4.5 (15)
Qualified Plan Design Optimization & Benchmarking
06/21/13
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3.9 (28)
The Chinese Boom And Bust Economic Cycle: What Private Wealth Advisors Need to Know
06/14/13
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4.5 (16)
Getting Clear About The Cloud For Advisors
06/07/13
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4.2 (14)
Document Management Software For RIAs: Why You Need It And How To Implement It
05/17/13
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4.0 (16)
Deploying Your Own Private Cloud
05/10/13
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4.7 (37)
From Efficient To Effective: Building A Multi-Asset Portfolio
05/03/13
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4.6 (27)
Income Shifting With Trusts & Partnerships
04/26/13
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4.3 (19)
What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?
04/19/13
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4.4 (18)
How Advisors Can Create And Share Videos
04/12/13
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4.3 (23)
The Rising Tide Of Expectations For Financial Advisors

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