How can I learn about the 12-credit Financial Counseling micro-credential?
The 12-credit Financial Counseling certificate curriculum is free with A4A membership. It is an additional CE program at no added cost. View the curriculum and schedule.
Since 2009, Advisors4Advisors has streamed CE webinars accredited by CFP Board, IWI, and NASBA. A4A is a professional education knowledge system highly valuable to a fiduciary who:
-- holds a CFP®, CPA, CPA/PFS, CIMA®, CFA® or other designation requiring CE annually
-- advises on estate, income, tax-aware investing or provides comprehensive financial planning services
-- values analysis from Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andy Gluck
-- acts as a financial counselor to clients
-- diversifies portfolios in low-expense ETFs and funds
-- invests strategically based on MPT and economic fundamentals
-- wants to display CE badges on their websites, social profiles, and signatures
-- is building a brand as a thought leader locally or in a niche
-- appreciates CE from thought leaders after a 10% S&P 500 correction or crisis
-- wants CE aligned with FINRA-reviewed content from Advisor Products
-- is ready to unleash the power of 24/7 CE
Regulatory compliance and advertising review services.
You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $120 annual membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.
