A4A News

Do You Follow Influencers Or Subject Matter Experts?

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Somewhere along the route, the information highway took a wrong turn.   To the detriment of society and progress, the information revolution that’s unfolded in my lifetime, sadly, has empowered Facebook likes, Google ads, and influencers instead of experts and thought leaders.   Bob Keebler, a genius at tax and financial planning strategies, is the most important educator of CPAs in a generation. Not since Sid Kess, in the 1980s, has a personal tax expert been so dominant an educator of CPA financial advisors. Yet Bob Keebler knows nothing about how to make hi

CFP® CE Credit Dashboard

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A4A organizes advisor CE activities in two reports: credits earned in the past 12 months and classes you can replay on-demand anytime to earn more credits.  The new reports save you time and money on CE and will help improve your CE habits. They help ensure you take full advantage of A4A's knowledge stream curated for fiduciaries -- member-sponsored CE from Bob Keebler, Fritz Meyer, Craig Israelsen, Frank Murtha and other thought leaders. As shown in this two-minute video, Advisors4Advisors CE reporting system is a major advancement in the continuing education of CFP, CPA, C

Binging CE: An Exciting New Trend In Professional Education

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A4A members are attending all 12 classes in the Certified Financial Counselor™ (CFC™ ) course in rapid succession. Binging CE is a thing!    It is an exciting development in professional education! It makes sense.   Ted Lasso, Queen’s Gambit, and other binge-worthy content hook you. Compelling CE content is no different, especially since practitioners earn a professional certification for watching a limited series of 12 webinars to earn a CFC™ license.    The emerging trend is great for CFP®, CPA, CFA®, CIMA®, and other financial professionals. It allows consumers to di

Free Trial Of Groundbreaking Financial Counseling CE Course & Certification

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    Here's a free trial of a groundbreaking 12-credit Financial Counseling CE course led by Frank Murtha, Ph.D. The first class, entitled,  “Financial Counseling: An Introduction And Overview,” received a rating of 9.4 (out 10) from attendees. The transcript (below) and video of this are a no-risk way for non-members to see the first class.  The remaining 11 classes are free with A4A membership ($120/year for 48+ CE credits). If you are already an A4A member, log in for CE credit.   Class 2 is Wednesday, July 14 at 4 p.m. ET. Starting with the live broadcast of Class 3 o

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™ desig

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