How does the CFC™ complement a CFA®, CFP®, CIMA®, CPA and CPA/PFS® designations?

The CFC™ is not a replacement for a CFP®, CFA®, CIMA®, CPA or CPA/PFS® designation. Stringent education and testing requirements, along with the comprehensive knowledge requirements, separate these credentials in the alphabet soup of financial designations. In addition, financial counseling is a new knowledge topic professionals must master. CFP Board on March 31, 2021 announced it was adding financial planning psychology as a knowledge topic, effective March 2022, and it estimates 7% of a CFP’s job requires financial planning psychology. The other 93% of a financial professional’s time is not spent utilizing knowledge of psychology. While 7% may underestimate the importance of psychology in practicing financial planning, the main body of knowledge advisors must know requires no training in psychology. Like other professions, the financial profession requires specialists.

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

CFP CE Reviews

Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
10
Average Attendee Rating
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brenth503brenth503
Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
10
Average Attendee Rating
Poor Average Excellent
omavrodyomavrody
Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
10
Average Attendee Rating
Poor Average Excellent
dkinseycfpdkinseycfp
"Excellent presentation, and provided a new way to look at portfolio longevity and withdrawal rates."
Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
10
Average Attendee Rating
Poor Average Excellent
PlanManPlanMan
"Excellent"
Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
10
Average Attendee Rating
Poor Average Excellent
johnc732johnc732
"So much information, so little time - Great analysis."
Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
10
Average Attendee Rating
Poor Average Excellent
jgoedtkejgoedtke
Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
10
Average Attendee Rating
Poor Average Excellent
mleonettimleonetti
Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
10
Average Attendee Rating
Poor Average Excellent
markb918markb918
Latest Estate & Income Tax Planning Strategies For 2022
10
Average Attendee Rating
Poor Average Excellent
geneg972geneg972
Latest Estate & Income Tax Planning Strategies For 2022
10
Average Attendee Rating
Poor Average Excellent
JimBuroJimBuro
"Very good."
Latest Estate & Income Tax Planning Strategies For 2022
7.0
Average Attendee Rating
Poor Average Excellent
ofrfinancialofrfinancial
Latest Estate & Income Tax Planning Strategies For 2022
10
Average Attendee Rating
Poor Average Excellent
NLT2010NLT2010
"Very much a 30,000 foot view. Need to find out more about the other 3 courses before signing up."
Latest Estate & Income Tax Planning Strategies For 2022
10
Average Attendee Rating
Poor Average Excellent
gibbrobgibbrob
Latest Estate & Income Tax Planning Strategies For 2022
10
Average Attendee Rating
Poor Average Excellent
michaelm213michaelm213
Latest Estate & Income Tax Planning Strategies For 2022
9.0
Average Attendee Rating
Poor Average Excellent
WWMWWM
Latest Estate & Income Tax Planning Strategies For 2022
10
Average Attendee Rating
Poor Average Excellent
mconwaymconway
"Very Informative !"
Latest Estate & Income Tax Planning Strategies For 2022
6.0
Average Attendee Rating
Poor Average Excellent
danjosslpdanjosslp
"Very painful to listen to. Took too long to get to the points. I may need to listen again to get what he is saying. But then, I'm not..."
Latest Estate & Income Tax Planning Strategies For 2022
10
Average Attendee Rating
Poor Average Excellent
Riki_EARiki_EA
Latest Estate & Income Tax Planning Strategies For 2022
9.0
Average Attendee Rating
Poor Average Excellent
mborowskimborowski
"Great"
Latest Estate & Income Tax Planning Strategies For 2022
10
Average Attendee Rating
Poor Average Excellent
caromsdahlcaromsdahl
"I thought it was good, Paul made several thought-provoking comments. I expected the session to be more technical based on the topic title. "
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.

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.

fredericMayersen-phd-cfp
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. 

KevinBrosious-CFP-CPA-PFS

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