10 |
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excellent and very thorough
10 |
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very important and critical to protecting our practices. I would be interested to know if she has some outlines that covers what needs to be included in...
10 |
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very good except for when the sound went off & I could not hear Fritz for a couple minutes at a time.
10 |
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covered alot of material pretty rapidly
10 |
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very realistic and helpful. I wish his prognosis for 2021 had been more positive; but, I'd rather have more well founded than pie in the sky.
10 |
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great info, but a little hard to follow as he moved to different part of the spreadsheets
10 |
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i thought it was good. the rating system needs to be updated, if 5 is best on a 1-10 scale.
5.0 |
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Very timely. I wanted to make a comment but could not get the software to let me. I wanted to note that in the last 30 days the...
5.0 |
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I liked it but think that some of the Q@A at the end is a bit tedious. Is it possible to send out this form at the end of...
5.0 |
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he is my favorite. i wish the general population understood what he presented, as much of the recent volatility which seems pretty baseless, might not have happened.
4.0 |
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He presented a great deal of very important and very detailed information. He moved to fast for me and too often what he was presenting verbally was NOT what...
4.0 |
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Several times when he was presenting detailed and important info, his slides did not cover what he was presenting verbally. And, sometimes the more detailed slides moved too quick....
5.0 |
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very valuable especially given the volitility in the market the past 6 months.
5.0 |
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These are among the very BEST CE and real world helpful events I attend/have attended any time throughout the years.
5.0 |
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5.0 |
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5.0 |
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excellent, helps me prepare to help my clients better and not be swayed by current news.
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.