Regulatory

2019 CFP® Ethics Class Finally Closes Loopholes; Historic Progress For Profession

The New Fiduciary Rules: Good Or Bad?

Annuities And The Fiduciary Rules

Can Your Clients Trust Their 401(k) & IRA Investments?

SEC Warns Never Before Examined Advisors - We're Coming!

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We're the right news and professional education solution for you if you’re a fiduciary who:

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

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--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

 

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