CPA Continuing Professional Education (CPE) Credit To Be Offered On Advisor4Advisors Webinars; A Valuable New CPE Resource For CPA Financial Planners And CPA/PFSs Hot

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We’re hoping to enable CPAs to receive professional education credit on replays of webinars as well as live sessions. We’ll let you know if we can make that happen.


A4A has provided weekly professional education webinars to financial advisors since October 10, 2008. At the time, the financial crisis was a runaway train, and feedback from advisors after the first couple of webinars was so gratifying that I began producing a webinar every week.


A4A was borne from a need to provide Certified Financial Planners™ (CFPs) with continuing education credit on 24/7-replays of the live sessions. A4A is now a portal for news analysis, practice management, and professional education for CIMAs, CPWAs, as well as CFPs.


I’m thrilled to be able to provide CPA financial planners with CPE credit for professional education webinars.


I first started working with CPAs as a 28-year old writer in the communications division of the American Institute of CPAs from 1983 to 1986 in New York City. I was ghost writer of a personal finance newspaper column for state CPA-societies, which was published in more than 2,000 local daily and weekly newspapers. The column was content marketing for AICPA, a revered institution with 394,000 members headquartered then in Rockefeller Center. Having been trained as a reporter at NYU and Columbia University and having worked at a couple of small daily newspapers covering the police beat, I found CPAs to be great sources.


These number-crunching quants could give me authoritative answers to the most complicated personal financial planning questions. They tend to prefer year-by-year cash flow-based financial plans and many know the tax rules on trusts, gifts, and partnerships off the top of their head.


In 1983, personal finance journalism was just getting going. In fact, the personal financial planning profession was just getting going, and AICPA was at the forefront of the fledgling professional movement. Around 1984, the Institute established the Personal Financial Planning practice section. I attended the initial meetings establishing the PFP division, not that I appreciated the gravity of the moment back then.  


I broadened the scope of AICPA’s “Money Management” column to cover financial planning as well as personal taxation, and major daily newspapers in New York, St Louis, Chicago and other major cities began publishing it. The New York Post published it. After ghosting the column for nearly three years, The New York Daily News hired me and I covered Wall Street and personal financial planning. But I always stayed in touch with CPA financial planners because they are generally practical, analytical, and trustworthy. Point is, I have personal connection to the CPA financial planners.

 

Although CPA financial planners are incredibly cheap and are terrible marketers, they tend to know what they’re talking about. I respect their professionalism. By the way, the continuing professional education requirements imposed on CPAs are much tougher than continuing education requirements imposed on other financial professionals.

 

I’m thrilled to be able to provide CPA financial planners with CPE credit for professional education webinars. CPA financial planners will be a great addition to the Advisors4Advisors community and I am privileged to be able to put together these programs for financial advice professionals.

 

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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. 

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