Do You Invest Based On An Accurate World View? Take The Test

As a fiduciary, it’s important for you to be aware of your own biases and gaps in your knowledge. This class takes you on a humbling journey into trends that will drive long-term financial economic fundamentals over the next two decades.  Drawing on the work of a Swedish physician, academic, statistician, and public speaker, the late Hans Rosling, Craig in this class, shows why you’re wrong about the world and why things may actually be better than you think. 

Following along with Craig Israelsen, Ph.D., replaying this class enables a self test determining if your view of the world is aligned with the facts. 

This is not traditional continuing education for financial advisors, which is why we're Advisors4Advisors.

Craig’s average rating of 4.8 stars reflects critical reviews of a statistically valid sample of CFP, CIMA, CPA/PFS, CFA, ChFC, and other financial professionals, whose reviews are pointed but overall rave about A4A's CE classes.  

Reviews of attendees of the live session are below.

   REPLAY   

 

 

  • Very informative, only wish there could have been time for questions.  Otherwise excellent presentation.
  • Excellent highlighting of relevant points in Rosling's work.
  • Very interesting and thought-provoking
  • Good info but really would have liked more in on how it should effect our investing strategies
  • I didn't know what to expect.  The presentation was extremely interesting and the gapminder tools are worth exploring...
  • Good
  • Very interesting. I appreciated the more "out of the box" perspective on how demographics are changing, and will continue to change, economic development and investment opportunity.
  • Too slow, and long.
  • Nice change of pace
  • Well done - very engaging and eye opening.
  • very interesting
  • Very interesting, even though I have felt this was the direction, this info is great to use with clients and anyone really.
  • In what world do busy clients and advisors have time to discuss facts/demographics like this? I barely have enough time to discuss their goals, finances, family matters etc. when they come in. If Craig thinks that clients want to hear about this kind of stuff from us, respectfully, he's out of touch. My open rate for articles around this topic area (demographics) are among the lowest.
  • loved it
  • Excellent.
  • NOTE Regarding item 9, I requested in a previous survey; thank you.
  • Insightful.  Good to illustrate how ignorant we educated people can be on the state of the world.  We need to be mindful of the facts rather than what we think are the facts.
  • Very good
  • Interesting topic.  I liked the book. 
  • excellent!
  • Valuable, thank you.
  • Very interesting info.
  • so so informative and enlightening...so glad I signed up for this one
  • Fabulous.  I love the graphics - very useful.  This is not only useful for investing but for many things about which we all have to make decisions in our every day lives.
  • I could not see any slides nor could I take the polls.  I logged in more than once.  Also could not ask questions.  I sent an email to Ben but no reply.  Frustrating.
  • different topic than Craig's normal stuff but lots of food for thought (will take some time to digest)
  • This was a different format than typical webinars and certainly provided a break from the regular discussions pertaining to asset allocation modeling, investment advice, etc. but was also valuable as an adjunct sort of educational session on some of our behavioral biases and beliefs which turn out to often be largely unfounded. The beginning section with the 10 questions was a bit tedious but the next segment was tremendous (excerpts and summaries in text format from the book). The graphs at the end helpful
  • Thought leader as usual.

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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
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.

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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.  
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. 

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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