Professional Education For CFPs, CPAs, CIMAs
CE and CPE on demand from thought leaders on topics most important to comprehensive financial planners and private wealth advisors:
![]() |
- personal income- and estate-tax planning
- financial economics
- portfolio design
- financial psychology
- risk management
- compliance
A4A's CE/CPE dashboard enables:
- automated CE submissions of all completed classes to CFP Board & IWI
- CPE completion certificates for National Registry of CPE Sponsors
- reports showing credits you earned and classes to take to earn more credits for free
- breaking news coverage of income and estate planning tax rule changes
- extra classes when S&P 500 closing price corrects more than 10% and in times of turmoil
.
![]() Cathy Vasilev co-founded Red Oak Compliance, which advises more than 400 RIAs. With over 25 years of FINRA and SEC regulatory compliance experience, she advises registered reps as well as CCOs and CEOs at RIAs. She maintains FINRA Series 7, 24, 26, 63 as well as Life and Health licenses.
|
---|
![]() |