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Since October 2008, A4A 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 content stream about low-expense strategic investing based on MPT and focused on estate and income tax planning.

A4A enables you to spend more time with clients and not researching investment, tax, and financial planning knowledge piecemeal from disparate sources. And, because A4A's content is member-sponsored, classes are free of commercial influence. 

Fritz Meyer, a revered independent economist, Robert Keebler, a leading 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 for professionals. The core gives a fiduciary the minimum required to run a professional practice based on knowledge from trusted thought leaders. 

In 2020, A4A added a series of behavioral finance classes to its curriculum and a compliance instructor. Integrating A4A with behavioral finance and compliance knowledge is a new benefit of A4A membership, designed to increase efficiency in RIAs.

A4A doesn't just educate practitoners but also enables you to implement what you learn.  Advisors4Advisors classes are accredited by the CFP Board, Investments & Wealth Institute (formerly IMCA), American College, and National Association of State Boards of Accountancy (NASBA).   

A4A differs from traditional continuing education because our curricuculum is targeted to advisors who always act in the best interest of their clients. Instructors are thought leaders. Membership ($120 annually) includes:

•  analysis from thought leaders on breaking news 
 "free" CE 
•  Fritz Meyer, Bob Keebler, Craig Israelsen monthly webinars
•  24/7 continuing ed credit for CFP®, CLU®, ChFC®, CIMA® and other professionals 
•  CPE credit for CPA/PFS and CPA financial planners for live sessions
•  free CE classes when the S&P 500 drops 10%
•  unlimited browsing of hundreds of classes
•  a tax, financial and invetsment management knowledge base indexed by keywords 
•   research topics fast
•  advanced tax and financial planning CE track monthly
 
• monthly track on low-expense investing   

•  free listing on RealFinancialProfessionals.com for consumers searching for a local advisor
•  free listing on Advisors4Consumers.org for top CE-credit earners  

•  digital badges for your website and social profiles authenticating your credentials
•  local SEO exposure based on transparency and a link back to your website
•  ratings by advisors of technology and services for advisors 
•  CFP Board Quality Partner
•  approved continuing education provider of the CFP® Ethics Course.
 

 

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