How CFP, CIMA, CIMC, CPWA, And CPA Professionals Receive Continuing Professional Education By Joining Advisors4Advisors Hot

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Weekly continuing professional education webinars, 24/7 replays of webinars, and continuing education credit are free to A4A members ($60 annually). Live sessions are held Fridays at 4 ET.

 

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CFPs®

Obtain CFP CE For Live-Webinar Attendance
To receive continuing education credit for attending a live session, enter your CFP® ID number in the post-webinar survey. Be sure pop-up blockers are turned off. A4A submits live webinar attendance for CFP® credit to the CFP Board once a month.
 
Obtain CFP® CE For 24/7 Webinar Replays
To receive continuing education credit for attending a webinar replay, CFP Board requires you pass a post-webinar quiz. The quiz will pop up at the end of the webinar replay, and after you take the quiz an approval letter is generated automatically. Log in to A4A and click on “View Profile,” where you’ll find the approval letter under the “CE Credit” tab. Present the letter to CFP Board as proof of completion.

 
CPAs
Obtain CPA CPE For Live-Webinar Attendance
If you attend a live session, you must This email address is being protected from spambots. You need JavaScript enabled to view it. to request a certificate of completion after the session.  CPAs currently only receive for attending live sessions and not for replays.
 
Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. 


 

CIMAs®, CIMCs®, and CPWAs®
Obtain CIMA, CIMC, CPWA CE For Live-Webinar Attendance
To receive continuing education credit for attending a live session, enter your CIMA®, CIMC®, or CPWA® ID number in the post-webinar survey. Be sure pop-up blockers are turned off. A4A files for credit with the IMCA on your behalf.
 
Obtain CIMA®, CIMC®, CPWA® CE For 24/7 Webinar Replays
To receive continuing education credit for attending a webinar replay, IMCA requires you pass a post-webinar quiz. The quiz will pop up at the end of the webinar replay, and after you take the quiz an approval letter is generated automatically. Log in to A4A and click on “View Profile,” where you’ll find the approval letter under the “CE Credit” tab. Questions? Please email "bresnik at advisors4advisors.com" requesting the course ID and present the letter to CFP Board as proof of completion.

 

 

 

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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, 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 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 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 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 keeps me updated on excellent  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