Professional Education For CFPs, CPAs, CIMAs
Earn 48 credits annually from six brilliant instructors for $10 a month.®
CE and CPE on demand from thought leaders on the seven knowledge topics most important to comprehensive financial planners and private wealth advisors:
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- personal income- and estate-tax planning
- financial economics
- portfolio design
- financial psychology
- risk management
- compliance
AAA's CE/CPE dashboard enables
- automated CE submissions of all completed classes to CFP Board & IWI
- CPE completion certificates for National Registry of CPE Sponsors
- see reports on Credits Earned and classes to take anytime to earn more credits for free
- breaking news coverage of income and estate planning tax rule changes
- extra webinars added when S&P 500 closing price corrects more than 10%
Six thought leaders
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![]() Cathy Vasilev co-founded Red Oak Compliance, which advises more than 400 RIAs. With over 25 years of FINRA and SEC regulatory compliance experience, she advises registered reps as well as CCOs and CEOs at RIAs. She maintains FINRA Series 7, 24, 26, 63 as well as Life and Health licenses.
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