Electives

 

A4A Electives & Instructors

Latest Estate & Income Tax Strategies For 2022

Paul Hood, LL.M.

Ethics for CPA Financial Advisors

 

Retirement Portfolio Analysis 

Craig Israelsen

Financial Counselor Certificate Course

Frank Murtha

Financial Personality Analysis Certificate Course

Frank Murtha

RIA Chief Compliance Officer Certificate Course

Cathy Vasilev

Life Insurance Policy Evaluation Certificate Course

Glenn Daily

Long-Term Care Insurance Evaluation 

Glenn Daily

College Financial Aid Planning Certificate Course

Kalman Chany

Advisors4Advisors electives are advanced, comprehensive, specialized courses. Addressing knowledge topics most important to professionals, they're approved for CE and CPE credit by CFP Board, Investment Wealth Institute, IRS, and NASBA’s Registry of CPE Sponsors. They can be viewed on-demand.

 

A4A electives drill deep into the topics you're passionate about, specializations defining your personal brand of financial advice. In addition, electives help enable practitioners to gain knowledge from multiple sources instead of relying on a single provider for professoinal education. 

 

A4A electives enable you to plan your professional growth path strategically.  Instead of taking classes ad hoc, the accompanying table lists electives that are available on-demand 24/7 now or will be later this year, To receive notifications of courses when they're calendared, please opt in to our email list here.    

 

A4A electives award certificates of completion in knowledge topics required of CFP®, CPA, CIMA®, or CFA® practitioners. 

 

If you’re already an A4A member, electives are optional at an additional cost.

 

If you're not already an A4A member, you are eligible for a discount on A4A’s regular annual membership fee of $120, which provides up to 48 CE and CPE credits over the next 12 months on topics inlcuding:    

  ●  tax and financial planning
  ●  financial economics
  ●  portfolio management
  ●  insurance
  ●  financial counseling
  ●  college funding
  ●  RIA compliance.