Log-in to your existing account on Advisors4Advisors.com.
***At the top, click Account.
Click the red Edit Profile button towards the top-left.
Scroll down and, for example, fill in your CFP ID into both of the ID field. Then click the red add button to locate your professional designation.
Select your professional designation and then fill in the ID number into the field that will appear below the list.

Click ‘Update’ at the bottom to save your professional designation(s) ID number(s).

No it was not a mistake. The membership fee was raised in April 2018 from $60 to $120. So your membership expired.

Please log into advisors4advisors.com and click on Account and then Subscription and pay the $120 annual fee for membership.

If you have any problem, please chat into us during business hours and we'll get help you.

About Us

Sign up to receive our emails.

If you don't receive an email thanking you for subscribing in a few minutes, it's probably in your Junk or Clutter folder. 

If not, please open a ticket.

Post a blog on Advisors4Consumers or RealFinancialProfessionals by logging into A4A.

On the Account tab, click on Blog and choose to post to RealFinancialProfessionals or Advisors4Consumers.

Posts are moderated. While posting boosts your visibility on the Web, content must not be self serving.

Example topics for posts:  

• Memphis Dentists: Here's A Special Report  
• Understanding The Yield Curve
• Why Advisors4Consumers Is Important To Consumers
• The Best Financial Advisors In 11753

Your personal page on Advisors4Consumers is a URL that includes your name.

If you’re among the top-third of A4A attendees for the 12 months, your personal page displays your credit/hours. Link to this page in your LinkedIn, Facebook and other social profiles.    

The number of credit/hours earned in the past 12 months is displayed on your personal page.  It is not displayed in listings searchable by consumers.   

Your listing on Advisors4Consumers.org links to your company website.

Be sure your account profile contains your company website URL.

To change your profile on Advisors4Consumers or RealFinancialProfessionals, log in to A4A, click “Account” and “Edit Profile.”

Click “Update” when done.

The National Honor Society For Financial Professional Education™ is the governing body of Advisors4Consumers.ORG. A4A members are invited to participate, as are representatives of consumer groups seeking to improve financial literacy or consumers as well as professionals.  

Advisors4Consumers.ORG is a website where consumers can find local financial advisors based on their record of attending continuing professional education on A4A.   

Click here to sign-up for Advisors4Advisors.

Unlimited free continuing education credit available 24/7 on most sessions from the CFP Board of Standards and the Investment Wealth Institute, PACE credit toward CLU^® and ChFC^® designations, as well as IRS Continuing Education credits for Enrolled Agents.

CPAs are eligible to receive continuing professional education credit for attending live sessions but not replays.

Please email us at admin@advisors4advisors.com letting us know.

CPA CPE credit is only available from attending live A4A webinars. Please refer to the Webinars tab to see which upcoming sessions are eligible for live CPA CPE credit.

When attending the live webinar, you must remain in the session for at least 50 minutes and answer the 3 polling questions.

For sessions listed as eligible for 2 CPA CPE credits, you must remain in the session for at least 100 minutes and answer the 6 polling questions.

CPA CPE credit is only available from attending live A4A webinars.

First check the session's event listing to confirm that it is either eligible or pending eligibility for the CE credit you're seeking to obtain.

CFPs, IMCA designees and EAs must all remain in the live session for at least 50 minutes. However, EAs must also answer the 3 polling questions launched during the live session.

Enter your CFP ID, IMCA ID or PTIN in the exit-survey. We report live webinar attendance for CFPs, IMCA designees and EAs.

To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

The quiz will only show up in your A4A profile's CE Credit tab if you view the replay for an uninterrupted 50 minutes for a session approved for one credit hour or 100 minutes for a session approved for two CE credit hours, without adjusting the time ticker. You cannot pause, rewind, or fast forward the replay.

If the session is listed as pending CE credit, the CE quiz will not yet be accessible.

If you do not see your GoToWebinar registration confirmation, please double-check your email spam/junk folders. The emails come fromcustomercare@gotowebinar.com. If you still cannot find the email, please contact us right away.

We stopped doing it in 2012 because no one wants another daily email.

We send a weekly digest and invitations to webinars. 

Sign up to receive it and make sure it does not go into your junk or clutter

We'll send out an email digest once a month, sometimes more often. It depends on the news and markets. When something important is happening, you will hear from us.

While logged into A4A, click on "Account" in upper right.

In your account profile, click the "Subscriptions" tab and make sure it says "yes" to receiving weekly and daily digests.

Fritz Meyer's monthly PowerPoint presentations are available for just $600 a year — to A4A members. You can use them to create newsletters, blog posts, videos, articles, and presentations. Brand them with your logo, but be sure please to source it to Fritz Meyer Economics.

Robert Keebler's tax analysis PowerPoint presentations are available for just $600 a year — to A4A members. You can use them to create newsletters, blog posts, videos, articles, and presentations. Brand them with your logo, but be sure please to source it to Keebler Tax & Wealth Education.

Craig Israelsen's asset allocation PowerPoint presentations are available for $600 a year. You can use them to create newsletters, blog posts, videos, articles, and presentations. Brand them with your logo, but be sure please to source it to 7Twelve^® Portfolio.

The slides are only available for download at downloads.advisorproducts.com. Or, if you subscribed within the last few months, the slides plus the newly offered webinar transcripts are available for download in your dashboard at www.AdvisorProducts.com. 

You should have received your user name and password via email when you first subscribed. If you've forgotten your username or password, please click on the Forgot your password? Forgot your username? links as appropriate.

There are two steps to complete within your PayPal account.

1.       Log in to the PayPal account used to create the subscription and add a new funding source.

2.       Click on the 'Profile' subtab.

3.       Choose the 'Credit Cards' link from the Financial Information column.

4.       Click 'Add'.

1.   Click this link to access your A4A Subscription Details: http://bit.ly/2gCwgqc.

2.   Under 'Subscription Funding Source' choose your new funding source from one of the drop-downs and save.

1. Log in to the PayPal account used to create the subscription and at the top-right there should be a gear icon, that’ll give you the option to access your Profile and/or settings page.
2. Click on the 'Profile' subtab, and on the next page, locate the My Money area.
3. Look for the 'Financial information' area and underneath should be your preapproved payments, which should then navigate you to see your Advisors4Advisors subscription listing.
4. Click on the Advisors4Advisors subscription to edit it, and you can then view the current funding source. 

A4A members must contact us by phone at 516-333-0066 x219 to request a change to their subscription billing information. This is because of the way that VISA handles the security. For security purposes, the card details are stored in the VISA cloud (not our server). We are then constrained by the way that the VISA system allows these changes, and for subscriptions, the consumer can not make these changes proactively.

Please click here to sign-up for the Advisors4Advisors Ethics Course.

We submit the completed CFP certificants' Ethics CE credit to the CFP Board in monthly batches. Once the CFP Board has processed your Ethics CE credit, you will receive an email from the CFP Board detailing the continuing education hours that have been credited to your CFP account.

Upon your purchase of the A4A Ethics course, you should have received a system email with the subject: "Advisors4Advisors - Thank you for purchasing our 2016 CFP Ethics CE course for A4A members.", which contains the unique link to access the Ethics course.

CIMA^® designees report programs  accepted for CE credit online via your own IWI account, using the approval letter that will appear in your A4A Account's CE Credit tab upon successful of the Ethics test. The A4A approval letter is the certificate of completion and already contains the unique IWI-assigned program ID number, so IWI designees can report the program online with ease. Please remember that designees must maintain physical evidence of completing CE programs in the event they are selected for audit.