A4A News


The CFP Board’s Code of Ethics and Standards of Professional Conduct imposes new ethics education requirement effective October 1, 2018. Though the new ethics requirement doesn’t go into effect until October 2019, the CFP Board requires you to learn about it now -- a year ahead of imposing it on practitioners. Why? In 2016, Advisors4Advisors identified the CFP® ethics class a priority, and we invested people and technology to turn into a scalable business. Why? A4A believes improving ethics is a good long-term business investment and the rest will fall into place. A4A's 2017

Consumers Connect With CFPs, CIMAs, CPAs Based On Continuing Ed

A4A began at the nadir of the financial crisis in October 2008 as a way for independent advisors to share ideas amid a dark time, and it has grown into a network of real financial professionals, coalescing around treasured core fiduciary values: quantitative analysis, economic fundamentals, tax and financial planning, and low expense investing. Now we're about to open windows into the A4A community for consumers, setting a new standard for continuing education providers of professionals and doing good.     I’m the founder of A4A and thank you for your support. It's a privilege. Thanks also

Tapping Fritz Meyer's Brain To Give Clients Financial Wisdom

  If you like Fritz Meyer, you might like transcripts of his presentations. You can use them to produce your own webinars, seminars, blog posts and social content.   You might also like Financial Advisor Marketing Engine 3.0. FAME 3.0 gives you Fritz's analysis in videos, articles, scripts, tweets, and email newsletters every week.  FAME 3.0 puts Fritz's plain-spoken wisdom into a news stream you control in a dashboard of online tools customized to fit IA rep and registered rep workflows.    A new FINRA-submitted script, article, video, and tweets

The Power Of Fritz Meyer’s Investment Wisdom Unlocked For Advisors

Publishing the transcripts of Fritz’s Meyer's webinars unlocks new value from his monthly 75-minute presentations. You can repurpose the transcripts and slides to educate clients and prospects.  Economist Fritz Meyer is independent, like the 1,500 independent advisors who rely on A4A for continuing professional education. Independent research is what a fiduciary needs.  In addition, A4A members since 2009 have rated Fritz Meyer’s monthly webinars with 4.7 stars on A4A's five-star rating system. Advisors, more than once, have called Fritz “a national treas

BREXIT Breaking News Coverage on A4A: Replays Of Two Webinars

With 1500 members paying just $60 a year, A4A is a source of authoritative educational information for independent financial professionals throughout the year, and our breaking news coverage in times of turmoil is an added benefit. On Friday, the first trading day following the stunning vote by Britain to exit the EU, A4A's resident economist, Fritz Meyer, conducted a 20-minute session with his views, and on Sunday Rick Bensignor, an independent market strategist with expertise in technical analysis and behavioral finance, delivered an in-depth one-hour class.