For a low membership fee of $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!

Approved for CE credit by CFP Board, Investments & Wealth Institute, and National Registry of CPE Sponsors since 2009, A4A streams CE to help you manage a professional financial services firm ethically and intelligently.

 

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, 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.

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