FAQ

What is Advisors4Advisors?

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 a few years ago 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?

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

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