CE/CPE Learning Platform For CFP, CPA, And IAR professionals
Announcements
Advisors4Advisors
CFP CE, CIMA CE, CPA CPE, & IAR CE from thought leaders.
Not A Member?
All live and on-demand CE and CPE classes below are included with A4A membership.
-
A4A Membership
BundleCFP, CIMA, CPA, and IAR CE/CPE meeting CFP Board, IWI, NASBA, IRS EA and NASAA requirements, delivered via webinars on-demand by thought-leaders, including Fritz Meyer, Craig Israelsen, Frank Murtha, completion certificates and CE/CPE reporting.
$59.99 / 3 months
-
Fritz Meyer Monthly Slides
BundleFritz Meyer’s presentations consist of about 50 charts and tables monthly. The transcribed slides from Fritz Meyer's CE/CPE webinars on A4A explain the latest financial economic data driving corporate earnings and can be branded with your logo.
$199.99 / 3 months
Latest Classes
-
Live Fritz Meyer Economic Update, May 2025
CourseLIVE! CFP, CIMA, and CPA education credit, with no scored exam required to earn one credit for attending on May 13, 2025, 4 PM EST. Financial economics for financial advice professionals.
$49.99
-
Fritz Meyer Economic Update, April 2025
CourseTariff CPA CPE, CFP CE, CIMA CE, and IAR CE, explaining economic data and financial outlook changes caused by tariffs imposed through mid-April 2025. Timely, comprehensive analysis of current U.S. economic and financial markets from Fritz Meyer
$49.99
-
Maximum Retirement Portfolio Withdrawal Rate Planning
CourseIf the 4% "safe" retirement portfolio withdrawal rate is gospel to you, here's a high-quality IAR CE analyzing 25-year retirement scenarios and portfolio longevity, delivering data-backed insights for optimizing diversified, low-expense portfolios.
$39.99
-
Financial Advising When “The Sky Is Falling”
CourseEarn CFP CE credit as well as CPA CPE and IAR CE, while strengthening skills in communication, emotional intelligence, and client-relationship management, ensuring you provide exceptional guidance, while meeting continuing education requirements.
$39.99
-
Economic Crosswinds, March 2025
CourseCFP CE on the economy and investment conditions from Fritz Meyer received 4.7-star rating monthly from advisors for over a decade. Earn one credit on this fast-paced 63-minute class and you're guaranteed to learn and pass the assessment!
$39.99
-
.png)
Fritz Meyer Economic Update, February 2025
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
-
FOMO And Other Psychological Influences In Bull Markets, Frank Murtha
CourseThis IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
-
Tax Planning For Byrd Rule & TCJA Sunset 2026
CourseThe Byrd Rule's effect on the Tax Cuts and Jobs Act, and tax law changes to expect following the 2024 election, along with their impact on planning strategies, are examined in this 1.5-credit class.
$29.99
-
Mastering Diversified Portfolio Strategies
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
-
The Fiduciary Era Of Life Insurance, Steven Zeiger
CourseThe fiduciary era of life insurance began on February 1st, 2020, when NYS DFS Reg 187, the Suitability and Best Interests in Life Insurance and Annuity Transactions, became effective. Limit liability exposure in fulfilling your fiduciary obligations.
$29.99
-
Raising Children in a Wealthy Community, Frank Murtha
CourseThis IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
-
Performance Advertising For IARs
CoursePresenting investment performance in marketing and advertising; tips and traps to consider. Even if you are not planning on advertising performance, with AI disruption, IA Reps need to know the rules of how to advertise investment performance.
$29.99
-
Key Variables In Retirement Portfolio Analysis, Craig Israelsen
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$39.99
-
Core Concepts In Financial Counseling, Frank Murtha
CourseThis IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
-
Supreme Court Rejects Key SEC Enforcement Method
CourseThe Supreme Court's ruling against the SEC's administrative enforcement system is a game-changer. Jeffrey Plotkin, J.D., breaks down how the decision weakens the SEC’s ability to impose civil penalties in-house, shifting fraud cases to federal courts
$29.99
