Reviews written by marcs713

A4A is a news and professional education solution for a fiduciary who:

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

--  values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT and economic fundamentals

--  advises on tax and financial planning as well as investing

--  is building a brand as a thought leader locally or in a niche

--  values thought leadership when bad news breaks

--  wants CE aligned with Advisor Products client education platform

--  wants 24/7 CE with objective financial, tax and investment planning news analysis    

A4A is accredited by the CFP Board, IWI, and NASBA.  

   JOIN