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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...
10 |
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Fritz always does a great job explaining investments.
10 |
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Great and timely information that could be very useful with the right clientele.
10 |
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Very informative but much more involved than we use for our clientele.
10 |
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Excellent presentation, easy to follow, interesting timely slides of current articles and his perspective on why some prognosticators got it wrong.
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It was a little hard to fully understand the presenter due to his accent but the materials were excellent.
10 |
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A lot of very useful information like drinking from a firehose in such a short period of time for the presentation.
10 |
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Good, understandable information and great graphics.
8.0 |
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Your questionnaire ratings go to 10 and the speaker was not Fritz Meyer.
10 |
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The program was informative. The subject is for a limited clientele but useful knowledge.
8.0 |
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Your questionnaire ratings go to 10 and the speaker was not Fritz Meyer.
5.0 |
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Basic but a good review of the year-end planning as well as the different platforms of the political candidates.
5.0 |
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Very good information. Would be nice to have copies of the slides to review and determine how to put something together for our clients.
5.0 |
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Excellent. Enjoyed the presentation and the charts that are very relevant to what is going on at this time. Glad it did not get into the weeds about...
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Great information and perspective. Some good points that we can discuss with our clients. It was fast paced but necessarily so because of the amount of information covered....
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.