For $10 a month, A4A membership gives you four courses led 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, classes continually are updated in a CE stream covering the facts needed to manage a professional financial services firm ethically, knowledge that puts you ahead of the crowd.

48+ CE credits in four courses
48+ CE credits in four courses

Four thought leaders

 

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 and financial planners. It 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 the Woodbury School of Business at Utah Valley University. He is also the developer of the 7Twelve portfolio.

 

Frank Murtha, Ph.D., Frank Murtha, earned a Ph.D. in Counseling Psychology from the University at Buffalo. He was the 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, with Richard Peterson, M.D., a psychiatrist, Dr. Murtha co-founded MarketPsych Inc., a statistically valid assessment for identifying investor personality traits. Dr. Murtha currently consults to institutional investors on macro- and micro-behavioral economics. In 2021, he founded the Financial Counseling Institute, which administers the Certified Financial Counselor™ mark.

 

MEMBER REVIEWS 
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.

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!

A Strategically Focused CE Curriculum

Accredited for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are for a CFP®, CIMA®, CPA, CPA/PFS®, CFA® and other practitioners, who:

-- broadly diversifies the core of client portfolios in low-expense funds and ETFs

 

-- strategically invests based on MPT and economic fundamentals

 

-- advises on tax and financial planning as well as investing

 

-- is building a brand as a thought leader locally or in a niche

 

-- wants thought leadership when bad news breaks

 

-- wants 24/7 CE with objective financial, tax and investment planning news analysis