10 |
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Great Course, so much info. Really like that he went back to review some of the prior info the last 2 sessions, to bring everything together. Really liked...
10 |
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Love, love, love that you had a review of the entire class. It was a great refresher & reminder that did actually learn a great deal from this series...
10 |
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Great webinar, love the idea of finding alignment & use of examples - case studies.
10 |
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Really enjoyed, this was probably the class I enjoyed the most since we went over items that we discussed previously. Also, really enjoyed the the examples of people who...
10 |
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Frank's class is great & very informative. Am enjoying this series.
10 |
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Really enjoying this series, it is a reminder of how much a financial planner I am, thought think of myself as a coach. With Franks scenarios I always...
10 |
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Love the counseling series. It is material that I should probably review again & again. It is so beneficial when Frank uses scenarios of what could be said,...
10 |
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Love the handouts!! Thank you, they really help - want to be able to look back on what am learning. Great class! Thank you!
10 |
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Very good, one thing that would be helpful, is he shows the steps in slide to begin with, then defines them. And at the end, she showed the general...
10 |
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Frank it great, really enjoying the series. I am a financial coach, so appreciate having a course discussing this aspect.
10 |
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Very good, really enjoyed it and look forward to the rest of the classes.
10 |
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Enjoy listening to Keebler.
9.0 |
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Very good as always. He talked about the article that discussed advisors need to start planning for Inflation, would love to hear his insights on how to plan for...
10 |
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Great webinar, had tried to listen to Keebler's as part of the CPA/PFS - but much better when can see the visuals. Thank you for presenting again!
9.0 |
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Always good to hear on the economy. Times look a little bubble like, but good to see his comparison to past bubbles and the various reason's why this may...
9.0 |
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Liked that he used less slides than normal. It was easier to follow vs 100 slides and hour.
9.0 |
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Very good as always, sometimes a little hard to follow for the CE questions, because he may say one thing but sometimes his notes in the presentation will say something...
7.0 |
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This was not my favorite, but good. The survey questions for the CPA, seemed to come prior to the discussion about them. May have missed the last one,...
10 |
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Very good, and gives me some things to think about.
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate