Last Chance For CPA/PFS and CPA Financial Planners

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For CPA/PFS® and other CPA financial planners, this is your last chance to register for the Certified Financial Counselor accreditation course for free with A4A membership. 

 

If you miss the first live class on Thursday, you will have to pay to take the first class at a later date. 

 

Below are links to register for all 12 live CPA CPE classes in the financial counseling course, which will be conducted between Thursday, June 24 and Thursday, September 29.  A4A members completing all 12 classes successfully are eligible to receive the Certified Financial Counseling designation. 

 

 

Register For A4A’s 12 Credit/12 Week Financial Counseling Course

1. Financial Counseling Introduction And Overview

 

7. Introduction To Investor Personality Theory

2. Trust, The Foundation of Relationships

 

8. The Four Factors Of Investor Personality

3. Investor Emotions:  Fear and Anxiety

 

9. Applying Financial Psychology In Current Conditions

4. Investor Emotions: Anger, Grief, And Greed

 

10. Mental Health Issues

5. Counseling Strategies And Techniques

 

11. Working With Couples And Families

6. Investor Identity

 

12. Review and Implementation

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