A4A News
IAR CE For Fritz Meyer's Financial Economics Classes
Fritz Meyer's Financial Economics class on Advisors4Advisors is being submitted every month for IAR CE self-study credit beginning with November's class.
The IAR CE version of Fritz's Nov. 19 November class will be released after it's reviewed by NASAA. Preorder it here.
IAR CE For State Registered Investment Advisors
A4A was recently approved as a CE/CPE provider by the North American Securities Administrators Association (NASAA), and IAR CE for state registered Investment Advisors is coming soon to Advisors4Advisors. A4A is in the process of submitting classes for approval. The process is rigorous.
Not only is A4A required to submit an application for approval of the content of every class, but instructors also must be approved. In addition, NASAA requirements prohibit active solicitation of a service or solution before, during, or after a CE/CPE class. NASAA-approved CE/CPE classes
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.
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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.
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.)
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