Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a weekly program produced by Advisors4Advisors addressing key issues affecting independent advisors, held Thursdays at 4 p.m. Eastern Time.


Members of Advisors4Advisors can replay any webinar 24/7 and receive unlimited free continuing education credit on most sessions from the CFP Board of Standards and the Investments & Wealth Institute (formerly IMCA), as well as PACE credit toward CLU® and ChFC® designations. A4A is also an IRS Continuing Education Provider to Enrolled Agents. In addition, CPAs are eligible to receive continuing professional education credit for attending live sessions but not replays.


The Financial Advisor Webinar Series began amid the near-collapse of the world financial system in October 2008 and hundreds of advisors now attend the live sessions or view replays every week. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

Date (Rating) Title
04/08/16
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3.7 (19)
Disaster Planning For RIAs
03/24/16
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4.9 (48)
Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
03/16/16
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4.5 (6)
Using OneDrive For Business And SharePoint In An Advisory Practice
03/04/16
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3.7 (15)
How Advisor Chat Service Eliminates RoboAdvisor Threat
02/25/16
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4.4 (44)
Lessons From 46-Years Of Monthly Returns
02/19/16
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4.0 (29)
Technology, Financial Professionals, And Client Engagement
02/17/16
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4.0 (6)
Administering Office 365 In An RIA
01/29/16
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4.6 (68)
Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
01/22/16
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4.7 (39)
2016 Global Market Outlook With Russell Investments
12/18/15
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4.6 (22)
Practice Strategies For Financial Planners
12/16/15
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4.5 (6)
IA Reps: Stop Letting Technology Drive You Insane
12/04/15
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4.5 (64)
The Math Of Retirement
11/20/15
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4.5 (31)
Estate Plans Of The Rich And Famous
11/18/15
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4.3 (3)
How Advisors Can Get In Sync With OneDrive For Business And SharePoint
10/30/15
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4.4 (32)
10 Action Areas For CCOs
10/21/15
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4.6 (5)
Working Remotely With Office 365
10/16/15
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4.3 (25)
Betterment Institutional Webinar
09/29/15
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4.8 (6)
RIA Responsibilities As A Fiduciary And Office 365 Administrator
08/25/15
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4.6 (40)
Craig Israelsen Special Market Coverage
08/21/15
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4.8 (38)
LEARN, COMMIT, SUSTAIN: Client Education And Retention
07/24/15
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4.4 (46)
Positioning And Delivering Retirement Income With Clients
07/22/15
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5.0 (4)
Office 365 And SharePoint For RIAs: Beyond Basics
06/19/15
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4.5 (31)
Boosting Your Bottom Line With Strategic Planning
06/12/15
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4.6 (17)
Office 365 And Skype For Business
05/22/15
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4.8 (19)
Advisors No Longer Should Ignore Google+
05/20/15
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4.9 (7)
Office 365 And Financial Advisor Compliance
04/10/15
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3.9 (24)
Virtual Desktops For Financial Advisors
03/18/15
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4.5 (6)
IA Reps: Stop Letting Technology Drive You Insane
02/18/15
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5.0 (5)
Managing Email In Office 365: Training For IA Reps
01/09/15
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4.4 (40)
Data Breaches And Cyber-Liability For Advisors

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