A4A News

Last Chance For CPA/PFS and CPA Financial Planners

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

A4A Launches 12-Credit, 12-Week Financial Counseling CE Course

On March 30, 2021, the CFP Board announced a revision to the principal knowledge topics a CFP® professional is required to master. A completely new topic was added: the psychology of financial planning.   Until now, you did not need to know anything about psychology to be a CFP® professional. Effective Jan. 1, 2022. however, the psychology of financial planning will comprise seven percent of what you must know to hold a CFP® designation.   The CFP Board action has repercussions beyond the CFP® designation. CFA Institute for years has included behavioral finance education in its exam.

Estate & Asset Protection Amid Covid Pandemic

Benefiiciaries and grantors in families with taxable estates are likely to face higher taxes, because of the weakening U.S. balance sheet. A4A is publishing free content related to the Covid pandemic.  Below is the transcript of a continuing professional education class eligible for free continuing education credit to A4A members.  The matters discussed require urgent attention of private wealth advisors, family office professionals, and UHNWIs.    Gideon Rothschild: Hello, and thank you for attending today’s webinar. I am Gi

Compliance Continuing Ed For RIAs

Compliance For RIAs is now part of the professional education curriculum on Advisors4Advisors!   Compliance classes for financial advisors are not new on A4A. We've sponsored many compliance classes for RIAs over the years. However, finding the right compliance consultant or attorney has been an elusive goal since A4A’s founding in 2009.   The best instructors to CFP®, CPA, CFA® and other financial professionals speak easily and draw on their experience with securities and advice laws and state and SEC rules. Moreover, a good class on

CARES Act CE Webinars For CPAs and CFPs®

It was the worst six weeks in modern financial history and the next six weeks will be still worse. Advisors4Advisors (A4A) is sponsoring a professional education class for financial advisors about the CARES Act, taught by Robert Keebler, CPA/PFS at a live class today, Thursday, April 2, 2020, at 4 ET. The webinar is free with A4A membership, which costs $10 a month. As with all A4A classes, it will be available for replay and CE credit for CFPs about an hour after the session concludes. I previewed Bob’s presentation yesterday and it’s his best work ever. Coincidentally, just before hea