A4A Electives & Instructors

Advanced IRA Tax & Financial Planning Bob Keebler

Latest Estate Tax Strategies, 2022

L. Paul Hood, Jr. 

Retirement Portfolio Analysis 

Craig Israelsen

Financial Counselor 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

Advisors4Advisors electives are comprehensive courses for mastering knowledge of a topic. 


Approved for CE and live CPE credit by CFP Board, Investment Wealth Institute, IRS, and NASBA’s Registry of CPE Sponsors, all A4A courses can be replayed on-demand. If you prefer reading material, all A4A classes are transcribed for members to read.   


A4A electives drill into specializations defining your personal brand. They enable you to plan your professional growth path strategically. Instead of taking classes ad hoc, A4A enables  you to plan your CE/CPE strategically. Subscribe to be notified of start dates for new courses 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.


A4A’s annual membership fee of $180 provides 48 CE and CPE credits every 12 months on topics, including:    

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