New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing

Since 2009, Advisors4Advisors has streamed CE webinars accredited by CFP Board, IWI, and NASBA. A4A is a professional education knowledge system highly valuable to a fiduciary who:

--  holds a CFP^®, CPA, CPA/PFS, CIMA^®, CFA^® or other designation requiring CE annually  

--  advises on estate, income, tax-aware investing or provides comprehensive financial planning services

--  values analysis from Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andy Gluck

--  acts as a financial counselor to clients 

--  diversifies portfolios in low-expense ETFs and funds

--  invests strategically based on MPT and economic fundamentals

--  wants to display CE badges on their websites, social profiles, and signatures       

 -- is building a brand as a thought leader locally or in a niche

--  appreciates CE from thought leaders after a 10% S&P 500 correction or crisis 

--  wants CE aligned with FINRA-reviewed content from Advisor Products

--  is ready to unleash the power of 24/7 CE

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