Pretty intuitive and has a good audit trail so you dig into numbers that look questionable. Reports and graphs seem dated.
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Didn't seem to contain much new or interesting information. Too high level generic so not engaging.
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Information was so general, it didn't seem actionable. Was hoping there would be more specifics. Maybe my expectations were not realistic.
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Information was so general, it didn't seem actionable. Was hoping there would be more specifics. Maybe my expectations were not realistic.
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Good, thorough coverage of material
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Jammed full of content. Great educational information, but way too fast. Drinking out of a firehose.
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Some good info, but somehow didn't resonate with me much.
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Super, info-packed, very practical
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Excellent
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This presenter's style is a little dry. Andy asks great questions. Perhaps this sort of presentation could be more interactive rather than reserving Q&A until the end....
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.