Electives

A4A Electives & Instructors
Advanced IRA Tax & Financial Planning	Bob Keebler
Latest Estate Tax Strategies, 2022	L. Paul Hood, Jr.
Retirement Portfolio Analysis	Craig Israelsen
Financial Counselor Certificate Course	Frank Murtha
RIA Chief Compliance Officer Certificate Course	Cathy Vasilev
Life Insurance Policy Evaluation Certificate Course	Glenn Daily
Long-Term Care Insurance Evaluation	Glenn Daily

Advisors4Advisors electives are comprehensive courses for mastering knowledge of a topic.

Approved for CE and live CPE credit by CFP Board, Investment Wealth Institute, IRS, and NASBA’s Registry of CPE Sponsors, all A4A courses can be replayed on-demand. If you prefer reading material, all A4A classes are transcribed for members to read.

A4A electives drill into specializations defining your personal brand. They enable you to plan your professional growth path strategically. Instead of taking classes ad hoc, A4A enables you to plan your CE/CPE strategically. Subscribe to be notified of start dates for new courses here.

A4A electives award certificates of completion in knowledge topics required of CFP^®, CPA, CIMA^®, or CFA^®practitioners. If you’re already an A4A member, electives are optional at an additional cost.

A4A’s quarterly membership fee of $60 provides 48 CE and CPE credits on topics, including:

● tax and financial planning
● financial economics
● portfolio management
● insurance
● financial counseling
● college funding
● RIA compliance