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Slides were inadequate in disclosure, examples and details.
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possibly interested in spreadsheet. What is cost to buy/use? Thanks
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We did not get the 4th and final in-person quiz question. Will we get full credit? Please advise. Also, your questions above note 5 is best when i...
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interesting, although some inherent limitations (COLA). Would like more info on possibly purchasing the tool. If purchased, would there be updates offered on a recurring basis? Thanks
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Running over 1 hr is problematic
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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.