FAQ

Do I need to be an A4A member to subscribe to the MarketPsych Investor Personality Assessment Platform?

How do I subscribe to the MarketPsych Investor Personality Assessment Platform?

What is the science driving the MarketPsych Investor Assessment Platform?

What practical benefits will I get from the assessment platform?

Why use animal avatars to represent the eight different investor-personality types?

Who is MarketPsych Inc. (MPI)?

Is my clients’ data private and safe?

Can MarketPsych Inc. (MPI) guarantee uptime?

What is the relationship between MarketPsych Inc. (MPI) and Advisors4Advisors?

If I have questions or want a demo, who do I contact?

Does MPI have other resources for financial advisors?

How do I get tech support?

Does MPI send emails or contact my clients directly?

Does MPI sell my contact details, send me postal mail, or call me?

How can I get more details about the tests and results?

What if I or my clients don’t agree with the results?

What other products does MPI offer?

Is Frank Murtha available to speak at client events or conferences?

How does the assessment platform and certificate program fit in with the rest of A4A’s CE curriculum?

How can I learn about the 18-credit Financial Counseling micro-credential

How do I earn the Investor Behavioral Coach certificate?

How often is the annually required class, “Applied Financial Psychology In Current Conditions,” taught?

Can I earn the Investor Behavioral Coach certificate only?

How much does it cost to earn and maintain the Investor Behavioral Coach certificate?

How do I download my Investor Behavioral Coach digital certificate?

What are the benefits of a digital certificate?

How do I subscribe to the MPI Behavioral Assessment Platform?

What’s the science driving MPI’s Behavioral Assessment Platform?

What are the practical benefits of the assessment?

Why use animal avatars to represent the eight different investor-personality types?

Who are the people behind MarketPsych Inc.?

Is my clients’ data safe?

Can you guarantee uptime?

If I have questions or want a demo, who do I ask?

Does MPI have other resources for financial advisors?

How do I get tech support?

Does MPI send emails or contact my clients directly?

Does MPI send emails to me?

Does MPI sell my contact details, send me postal mail, or call me?

How can I get more details about the tests and results?

What if I or my clients don’t agree with the results?

What other products does MPI offer?

Are you available to speak at client events or conferences?

How do I change my Profile picture

Why is my A4A account blocked?

Why am I being asked to create a Paypal Account when subscribing to A4A?

What is Advisors4Consumers.ORG?

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™?

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?