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


Fritz MeyerFritz Meyer has taught on A4A monthly for over a decade. With more than 10,000 attendee ratings of his CE classes, Fritz Meyer's CE classes have steadily averaged a 9.7 rating (out of 10).  Fritz, former senior strategist at one of the world's largest investment companies, is an independent economist.  

 

Robert Keebler, CPA/PFSRobert Keebler, CPA/PFS, has taught monthly on A4A about tax planning for over a decade to rave reviews. A leading educator of legal and accounting professionals for over three decades, Bob's course on A4A is for tax, investment, and financial planners. This course covers trust and estate as well as income tax planning. 

 

Craig Israelsen, Ph.DCraig Israelsen, Ph.D., since 2009, has taught on A4A about designing low-expense portfolios. A regular contributor at Financial Planning and AAII Journal, Craig is an executive in residence in the personal financial planning program at Utah Valley University's Woodbury School of Business. He produces the 7Twelve Portfolio.

 

Frank Murtha, Ph.D., Frank Murtha, who holds a Ph.D. in Counseling Psychology, has taught at The City University of New York, Penn State, and New York University.  In 2001, Dr. Murtha co-founded MarketPsych Inc., a statistically valid assessment for identifying investor personality traits, and he consults to institutional investors on macro- and micro-behavioral economics. In early 2021, he co-founded Financial Counseling Institute.

 

Glenn S. Daily is one of the few fee-only life insurance advisors in the U.S. For over three decades, he has analyzed insurance policies for individuals, business, and trustees. With an actuary partner, he developed TellUsTheOdds.com, a powerful tool for analyzing long-term care insurance and life settlements.

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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.

 
 
48+ CE credits in four courses

 

 

 
 
 
 
 

A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis

CFP CE Reviews

Data Dichotomy; Fritz Meyer Economic Update, April 2023
9.0
Average Attendee Rating
Poor Average Excellent
StLpkStLpk
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
JesseSegJesseSeg
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
CUBICFLCUBICFL
"Very well presented "
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
dsjmdsjm
"Very helpful"
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
NLT2010NLT2010
"Fritz turns what could be dry stats into relevant and interesting observations about the economy and the stock market. He does this every month, but it never gets old..."
Data Dichotomy; Fritz Meyer Economic Update, April 2023
9.0
Average Attendee Rating
Poor Average Excellent
dicrandicran
"I would like Fritz to acknowledge some of the viewpoints that address the risk of sharply less positive outcomes in the market. While not a permabull, his approach rarff..."
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
JeffA4AJeffA4A
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
gmpnynygmpnyny
"good as always"
Data Dichotomy; Fritz Meyer Economic Update, April 2023
7.0
Average Attendee Rating
Poor Average Excellent
wildbrett1wildbrett1
Data Dichotomy; Fritz Meyer Economic Update, April 2023
9.0
Average Attendee Rating
Poor Average Excellent
jkamolajkamola
"Fritz always puts the data in perspective"
Data Dichotomy; Fritz Meyer Economic Update, April 2023
9.0
Average Attendee Rating
Poor Average Excellent
TxrebelTxrebel
"Fritz needs to educate himself on what investing internationally means. It means investing in companies whose headquarters are based outside the US and trade on a foreign exchange -..."
Data Dichotomy; Fritz Meyer Economic Update, April 2023
9.0
Average Attendee Rating
Poor Average Excellent
charlesp832charlesp832
Data Dichotomy; Fritz Meyer Economic Update, April 2023
9.0
Average Attendee Rating
Poor Average Excellent
DianeDiane
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
JimBuroJimBuro
"Excellent presentation. Fritz always provides great content and historical perspective."
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
djordandjordan
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
Nico1560Nico1560
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
dkbjwbdkbjwb
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
jamesb413jamesb413
"Excellent"
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
deano270deano270
Data Dichotomy; Fritz Meyer Economic Update, April 2023
10
Average Attendee Rating
Poor Average Excellent
montgomery63montgomery63
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP
Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp
Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!
NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific