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For $10 a month, A4A membership gives you four CE courses taught monthly by four thought leaders in economics, tax planning, designing low-expense portfolios, and financial counseling. That’s 48-plus CE credits on-demand!
Accredited by CFP Board, Investments & Wealth Institute, and National Registry of CPE Sponsors since 2009, A4A is a CE stream of knowledge needed to manage a professional financial services firm ethically and intelligently.
Four thought leaders
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A4A members are attending all 12 classes in the Certified Financial Counselor™ (CFC™ ) course in...
Even if you missed the first classes of the Certified Financial Counselor™ course and...
Here's a free trial of a groundbreaking 12-credit Financial Counseling CE course led by Frank...
For CPA/PFS® and other CPA financial planners, this is your last chance to register for the...
On March 30, 2021, the CFP Board announced a revision to the principal knowledge topics a CFP®...
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MEMBER REVIEWS
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Lynn Najman, CFP®
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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.
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| 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. |
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| 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. |
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John R. Day, CPA/PFS® |
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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! |
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Norman Politziner, CFP |
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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.® |
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Dan Hawley, CFP® |
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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. |
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Kevin Brosious, MBA, CFP®, CPA/PFS® |
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I get CPA CE credit and CFP credit for the webinars. But not only that, the A4A content is terrific |
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Since 2009, Advisors4Advisors has streamed CE webinars accredited by CFP Board, IWI, and NASBA. A4A is a professional education knowledge system highly valuable to a fiduciary who:
-- holds a CFP®, CPA, CPA/PFS, CIMA®, CFA® or other designation requiring CE annually
-- advises on estate, income, tax-aware investing or provides comprehensive financial planning services
-- values analysis from Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andy Gluck
-- acts as a financial counselor to clients
-- diversifies portfolios in low-expense ETFs and funds
-- invests strategically based on MPT and economic fundamentals
-- wants to display CE badges on their websites, social profiles, and signatures
-- is building a brand as a thought leader locally or in a niche
-- appreciates CE from thought leaders after a 10% S&P 500 correction or crisis
-- wants CE aligned with FINRA-reviewed content from Advisor Products
-- is ready to unleash the power of 24/7 CE
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 the Woodbury School of Business at Utah Valley University. He is also the developer of the 7Twelve portfolio.
Frank Murtha, earned a Ph.D. in Counseling Psychology from the University at Buffalo. He was first to explore cognitive errors in gambling behavior. He 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. Dr. Murtha consults to institutional investors on macro- and micro-behavioral economics. In early 2021, he founded the Financial Counseling Institute.
