10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
The software is amazing and appears to be very versatile. The compliance concerns are legitimate if we try to use it with clients and based on how we use it with clients and the decisions they make based on what is recommended for them.
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate