All live and on-demand CE and CPE webinars included in membership.
CFP, CIMA, CPA, and IAR CE/CPE meeting CFP Board, IWI, NASBA, IRS EA and NASAA requirements, delivered via webinars on-demand by thought-leaders, including Fritz Meyer, Craig Israelsen, Frank Murtha, completion certificates and CE/CPE reporting.
$59.99 / 3 months
Fritz Meyer’s presentations consist of about 50 charts and tables monthly. The transcribed slides from Fritz Meyer's CE/CPE webinars on A4A explain the latest financial economic data driving corporate earnings and can be branded with your logo.
$199.99 / 3 months
LIVE! March began amid worsening inflation, employment and consumer confidence reports. Should you worry? Get answers in this IAR, CFP, CIMA CE, and CPA CPE session on March 11, 2025, 4 PM EST.
$39.99
This IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
The fiduciary era of life insurance began on February 1st, 2020, when NYS DFS Reg 187, the Suitability and Best Interests in Life Insurance and Annuity Transactions, became effective. Limit liability exposure in fulfilling your fiduciary obligations.
$29.99
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For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
This IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
Presenting investment performance in marketing and advertising; tips and traps to consider. Even if you are not planning on advertising performance, with AI disruption, IA Reps need to know the rules of how to advertise investment performance.
$29.99
This IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
September’s better-than-expected job growth and ISM Services Purchasing Managers Index, amid low inflation and real wage gains mean the economy is not losing altitude. It's a no-landing outlook, a return to a Goldilocks economy.
$29.99
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
This CFP, IAR CE, CPA CPE webinar incisively reviews economic and market trends to inform investment strategy. Fritz Meyer covers inflation, Federal Reserve policy, consumer spending, GDP growth drivers, stock market earnings and valuation trends.
$29.99
This IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
The Supreme Court's ruling against the SEC's administrative enforcement system is a game-changer. Jeffrey Plotkin, J.D., breaks down how the decision weakens the SEC’s ability to impose civil penalties in-house, shifting fraud cases to federal courts
$29.99