Webinars

Webinars

A4A webinars began amid the near-collapse of the world financial system in October 2008 and evolved into a breaking news stream in a continuing education format for CFP®, CIMA®, CPA and other financial professionals.  Continuing professional education for low-expense investment advisors online is easy.

Limitations Of Popular Financial Planning Software Applications For Professionals
3.8
Average Attendee Rating
Poor Average Excellent
J.R. Robinson
02/08/17 4 PM EST
Live CPA IWI
Low-Expense Portfolio Design For RIAs
5.0
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
01/26/17 4 PM EST
Live CPA IWI
Smart Beta: Useful Or Not?
5.0
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
12/14/16 4 PM EST
Live CPA IWI
Rebalancing: An Act Of Courage
4.0
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
11/30/16 4 PM EST
Live CPA
Fine-Tuning Office 365 For RIAs And Introducing Microsoft Flow
4.3
Average Attendee Rating
Poor Average Excellent
Robert Clark
11/16/16 4 PM EST
Live CPA
Fritz Meyer Special Session: Donald J. Trump's Victory
5.0
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
11/09/16 5 PM EST
Mobile Devices And Management For Advisors Using Office 365
4.5
Average Attendee Rating
Poor Average Excellent
Robert Clark
10/19/16 4 PM EST
Live CPA
Sharing Your Unique Abilities With Office 365
4.0
Average Attendee Rating
Poor Average Excellent
Robert Clark
09/21/16 4 PM EST
Live CPA
Investment Basics For Advisors To Teach Prospects And Clients
5.0
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
08/25/16 4 PM EST
Live CPA IWI
Outlook For Financial Advisors Using Microsoft Office 365
4.5
Average Attendee Rating
Poor Average Excellent
Robert Clark
08/17/16 4 PM EST
Live CPA
Compliance Features For Advisors In Microsoft Office 365
5.0
Average Attendee Rating
Poor Average Excellent
Robert Clark
07/20/16 4 PM EST
Live CPA
BREXIT Webinar, Today At 4 ET
4.7
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
06/24/16 4 PM EST
Security Features Of Microsoft Office 365/Microsoft Cloud
4.0
Average Attendee Rating
Poor Average Excellent
Robert Clark
06/15/16 4 PM EST
Live CPA
Defining A Fiduciary-Level Of Diversification
4.7
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
05/26/16 4 PM EST
Live CPA IWI
Working With Web Apps And Documents Online In Microsoft Office 365
4.2
Average Attendee Rating
Poor Average Excellent
Robert Clark
05/18/16 4 PM EST
Live CPA
A Simple New Approach To Retirement Income Planning
4.6
Average Attendee Rating
Poor Average Excellent
J.R. Robinson
05/13/16 4 PM EST
Live CPA
Using Skype For Business In An Advisory Firm
4.8
Average Attendee Rating
Poor Average Excellent
Robert Clark
04/20/16 4 PM EST
Live CPA
Using OneDrive For Business And SharePoint In An Advisory Practice
4.9
Average Attendee Rating
Poor Average Excellent
Robert Clark
03/16/16 4 PM EST
Live CPA
How Advisor Chat Service Eliminates RoboAdvisor Threat
4.0
Average Attendee Rating
Poor Average Excellent
Tom Kunnappallil
03/04/16 4 PM EST
Live CPA

LATEST ELECTIVES

       
 


Advanced IRA Tax & Financial Planning

Latest Estate Tax Strategies, 2022

Retirement Portfolio Analysis 

Financial Counselor Certificate Course

Long-Term Care Insurance Evaluation 

Lessons From Past Events That Predict The Future

RIA Chief Compliance Officer Certificate Course

Life Insurance Policy Evaluation Certificate Course

LATEST ELECTIVES

       
 


Advanced IRA Tax & Financial Planning

Latest Estate Tax Strategies, 2022

Retirement Portfolio Analysis 

Financial Counselor Certificate Course

Long-Term Care Insurance Evaluation 

Lessons From Past Events That Predict The Future

RIA Chief Compliance Officer Certificate Course

Life Insurance Policy Evaluation Certificate Course