Reviews written by nunleyd

71 results - showing 1 - 25  
 
 
nunleydnunleyd   August 12, 2019
Rating 
 
5.0
nunleydnunleyd   June 10, 2019
Rating 
 
5.0
nunleydnunleyd   May 13, 2019
Rating 
 
5.0
nunleydnunleyd   March 11, 2019
Rating 
 
5.0
nunleydnunleyd   February 27, 2019
Rating 
 
5.0
nunleydnunleyd   February 11, 2019
Rating 
 
5.0
nunleydnunleyd   November 19, 2018
Rating 
 
5.0
71 results - showing 1 - 25  
 
 

 

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 Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

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

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants 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 consumers as well as fiduciaries enrolled in our classes.

 

 

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