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107 results - showing 1 - 25   May 29, 2019

Awesome and timely!!!!   April 30, 2019

For me, it would have been better as a high level view of assisting clients with these types of decisions - and, then maybe a case study as a follow-up...   December 25, 2018

Andy/Fritz - MANY, MANY thanks for this timely and informative update! Couldn't be more grateful!

107 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.