CFP CE Requirements Are Weak Relative To IAR CE And CPA CPE
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Advisors4Advisors
CFP CE, CIMA CE, CPA CPE, & IAR CE from thought leaders.
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All live and on-demand CE and CPE classes below are included with A4A membership.
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A4A Membership
BundleCFP, CIMA, CPA, and IAR CE/CPE. CFP Board, IWI, NASBA, and NASAA approved provider. Live and on-demand webinars by Fritz Meyer, Craig Israelsen, and Frank Murtha, and other thought-leaders
$59.99 / 3 months
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Fritz Meyer Monthly Slides
BundleFritz 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
Latest Member Benefits
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LIVE: Best CE On Client Personality & Compatibility
CourseAmong the best CE classes for CFP, IAR, and CPA professionals—learn to decode client behavior using NEO personality traits.
$49.99
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Best CE On Client Personality & Compatibility
CourseBest CE for CFP, IAR, and CPA profressionals—learn to decode investor behavior using NEO personality traits.
$39.99
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Fritz Meyer Financial Economic Update On-Demand CE - July 2025
CourseOn-demand IAR CE, CFP CE, CIMA CE, and CPA CPE recorded July 15, 2025
$49.99
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Understanding Macroeconomic Trends: One Big Beautiful Bill Act Insights
Digital downloadDive into Fritz Meyer's expert slides from July 15, exploring the One Big Beautiful Bill Act's impact on fiscal policy, GDP, inflation, and consumer spending—empowering advisors to enhance client communication.
Free
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Artificial Intelligence for CFP, IAR CE And CPA CPE On Demand
CourseArtificial Intelligence CE for CFPs, IARs and CPA CPE is must-see CE. Loaded with practical knowledge to revolutionize your productivity, Take this class for credit anytime.
$39.99
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Free 31-Page Prompt Guide Unlocks Your AI Potential
Digital downloadFree 31-page guide to 12 AI prompts commonly-needed by financial professionals that show you how to revolutionize your work. A companion to a vital new 1-creedit IAR CE and CPA CPE class.
Free
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Low-Expense Portfolio Management For Professionals
CourseIf you run a fee-only fiduciary practice or aspire to do so, this is “must see CE/CPE.”
$39.99
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Economic Trends Driving Investment Prices: Free Giveaway
Digital downloadA 12-page report you can brand, edit and give to clients featuring 10 key charts from Fritz Meyer's June class. A new solution from Advisors4Advisors to leverage your CE/CPE experience!
Free
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Fritz Meyer Financial Economic Update On-Demand CE - June 2025
CourseOn-demand IAR CE, CFP CE, CIMA CE, and CPA CPE recorded June 20,2025
$49.99
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Free Business Building Giveaway for Advisor Clients On Self-Directed IRAs
Digital downloadDownload a PDF you can brand and give to clients -- a guide for clients and prospects about how to diversify into alternatives and private deals using Federally tax-qualified assets.
Free
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Ethics IAR CE On Self-Directed IRAs On-Demand
Course5.0 average rating (1 review)IAR CE training in the knowledge to guide clients ethically on self-directed IRA alternative investments — a fraud-ridden, highly technical specialty where IAR CE adds huge value to clients.
$39.99
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Tariff Truce, Fritz Meyer, CFP CE, IAR CE, CPA CPE
CourseTariff CPA CPE, CFP CE, CIMA CE, and IAR CE, explaining economic data and financial outlook changes caused by tariffs imposed through mid-April 2025. Timely, comprehensive analysis of current U.S. economic and financial markets from Fritz Meyer
$49.99
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Maximum Retirement Portfolio Withdrawal Rate Planning
CourseIf the 4% "safe" retirement portfolio withdrawal rate is gospel to you, here's a high-quality IAR CE analyzing 25-year retirement scenarios and portfolio longevity, delivering data-backed insights for optimizing diversified, low-expense portfolios.
$39.99
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Financial Advising When “The Sky Is Falling”
CourseEarn CFP CE credit as well as CPA CPE and IAR CE, while strengthening skills in communication, emotional intelligence, and client-relationship management, ensuring you provide exceptional guidance, while meeting continuing education requirements.
$39.99
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Fritz Meyer Economic Update, April 2025
CourseTariff CPA CPE, CFP CE, CIMA CE, and IAR CE, explaining economic data and financial outlook changes caused by tariffs imposed through mid-April 2025. Timely, comprehensive analysis of current U.S. economic and financial markets from Fritz Meyer
$49.99
