FAQ

How do I update my professional designation(s) ID number within my Advisors4Advisors account?

I received an email within the last hour from PayPal stating my Advisors4Advisors automatic payments was of $60 was canceled. Was that a mistake?

What is Advisors4Advisors?

Why don't I receve email invitations for upcoming webinars?

How do I post a blog on RealFinancialProfessionals or Advisors4Consumers?

What’s the difference between a personal page and a listing?

Why are my credit/hours not shown on my listing on Advisors4Consumers.ORG?

Can I add or edit my company’s URL on my listing and personal pages on RealFinancialProfessionals and Advisors4Consumers?

Can I change the email address on my listing and personal page?

What is the National Honor Society For Financial Professional Education™?

What is Advisors4Consumers.ORG?

How do I join Advisors4Advisors?

What do paid A4A members get access to?

I recently joined A4A but I did not receive a confirmation email.

I'm a CPA. How can I receive CE credit from attending a live webinar?

I'm a CPA. How can I receive CPE credit from viewing a webinar replay?

I'm a CFP, IMCA designee, or an IRS EA. How can I receive CE credit from attending a live webinar?

I'm a CFP, IMCA designee, or an IRS EA. How can I receive CE credit from viewing a webinar replay?

I watched a webinar replay but the CE quiz is not appearing in my profile's CE Credit tab.

I registered for an upcoming GoToWebinar session but I did not receive the GoToWebinar registration confirmation email.

A4A used to send an email news digest daily. I no longer receive that. Why?

How often does A4A send out a digest email?

How do I make sure I receive your email newsletter with the digest of A4A content?

How do I get Fritz Meyer's monthly PowerPoint slides?

How do I get Robert Keebler's tax analysis PowerPoint slides?

How do I get Craig Israelsen's asset allocation PowerPoint slides?

I'm a subscriber to Fritz Meyer's, Robert Keebler's or Craig Israelsen's slide shows. How do I access the presentations?

My annual A4A PayPal subscription payment failed. How do I update my PayPal account so the payment processes on the next attempt?

How can I view the funding source linked to my PayPal Advisors4Advisors annual subscription?

The credit card I used to create my annual A4A subscription has expired. How do I update my card so the payment processes on my annual renewal date?

I'm CFP or an IMCA designee and would like to take the Advisors4Advisors Ethics course. How do I sign-up?

I'm a CFP and just completed the ethics course and printed the letter for my files. Do you report this automatically to the CFP Board or am I required to send them the letter directly?

How do I get back to the Ethics class if I'm interrupted?

I'm an CIMA® designee and just completed the ethics course and printed the letter for my files. Do you report this automatically to IWI or am I required to send them the letter directly?

 

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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

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 of consumers as well as fiduciaries enrolled in our classes.

 

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