A4A News

Frank Murtha's Financial Counseling Course Addresses Bear Market Psychology

On June 13, 2022, when the S&P 500 index dropped more than 20% from its January 3 all-time closing high, a bear market began. This 1-credit class “Bear Markets And Financial Psychology,” provides practical ideas for counseling clients on the sudden loss of wealth experienced in recent weeks.     This class reviews the psychological effects of a bear market on investors. The objective is to better equip attendees with counseling strategies and skills in advising clients during this period of risk, fear, and opportunity.      &

2022 Estate Planning, 4-Credit CE/CPE Course

To earn a living giving estate tax advice requires much more than memorizing federal tax rules and regulations. It takes an understanding of how the rules work in different situations in a changing financial environment.    This four-class annual course is designed exclusively for Advisors4Advisors by L. Paul Hood, Jr., J.D., LL.M. to train CFP®, CPA and other financial professionals perpetually in strategic estate tax planning. Samples of this elective course and client advice topics are free.          

Advanced CE/CPE For CPA and CFP® Professionals For Less

The second class of Paul Hood’s four-class elective course on integrated income and estate planning strategies for 2022 will be live on June 15 for CPA CPE credit as well as CFP® CE.   Dr. Frank Murtha’s course on financial counseling was launched June 1.      Craig Israelsen’s retirement planning portfolio course, which includes his powerful Excel-based software, was launched May 11.   You do not need to be a member of A4A to get access to Paul Hood’s course or $99 and other A4A electives.   If you do

Certified Financial Counselor" Certificate Renewal

2022 has been a bad year for investors. Times like these tend to heighten financial stress and bring out the worst traits in some investors. So, I want to remind you that now is the time to renew your CFC™ credential.    You put in 12 hours of your time to earn the CFC™ certificate. Renewing concretely builds on your effort. Renewing will refresh your knowledge of the most important issues in counseling clients amid the turmoil of 2022. (See the Weds., June 1 class description is below.)   

Craig Israelsen's Retirement Analysis Course Debuts

If you spent over three decades teaching university students and professionals how to solve the problem of retirees outliving their money, then you’d probably would want to see your solution implemented broadly by smart advisors.   So it is with Craig Israelsen, who, after teaching on Advisors4Advisors for nearly 14 years, has packaged retirement analysis software into a sustainable practice management system to help illustrate and solve client retirement funding problems.      This three-credit course equips professionals with the knowldge, ski