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Since October 2008, A4A has earned the trust of CFP®, CIMA®, CPA, ChFC®, and CFA® fiduciaries by providing a new kind of continuing education curriculum for running a practice: a news stream about low-expense strategic investing based on MPT and focused on estate and income tax planning.
 

A4A is member-sponsored. Classes are free of commercial influence. For $10 a month, A4A provides independent fiduciaries with a core curriculum covering what you need to know to run a professional practice, based on knowledge from trusted thought leaders. 


Fritz Meyer, a revered independent economist, Robert Keebler, an accounting and legal educator for over three decades, and Craig Israelsen Ph.D., who has published monthly in Financial Planning since 1996 about low-expense portfolio design, form A4A's core curriculum. 


In 2020, A4A added Behavioral Finance and Compliance tracks.


Advisors4Advisors classes are accredited by the CFP Board, Investments & Wealth Institute (formerly IMCA), American College, and National Association of State Boards of Accountancy (NASBA).   

 

 

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