Professional Education For CFPs, CPAs, CIMAs
CE and CPE on demand from thought leaders on the seven knowledge topics most important to comprehensive financial planners and private wealth advisors:
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- 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
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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.
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Fritz 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). 
Robert 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.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, 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.
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