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.

Diversification: How Much Is Enough?
9.5
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
06/25/20 4 PM EST
Live CPA
Coronavirus Financial Economic News For Advisors From Fritz Meyer
9.8
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
06/09/20 4 PM EST
Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
9.1
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
05/28/20 4 PM EST
Low Inflation, Rates Near Zero: Fritz Meyer Updates
9.6
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
05/12/20 4 PM EST
Correcting Misleading Portfolio Illustrations Consumers Often Face
9.2
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
04/30/20 4 PM EST
Live CPA
Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
9.5
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
04/14/20 4 PM EST
Giving Retirement Clients Facts And Reasons For Hope
9.5
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
02/20/20 4 PM EST
Live CPA
50-Year MPT Statistics Of A Diversified Portfolio Analyzed
8.9
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
01/30/20 4 PM EST
Live CPA
Business Cycle & Fundamentals For FAs
6.3
Average Attendee Rating
Poor Average Excellent
Jeff Brown
01/23/20 4 PM EST
CFP® Live CPA IWI
Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
9.7
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
01/14/20 4 PM EST
Showing Clients Retirement Portfolio Risk Variables
4.8
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
12/19/19 4 PM EST
CFP® Live CPA IWI
Fritz Meyer Economic Update, December 2019
4.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
12/10/19 4 PM EST
CFP® Live CPA IWI
2020 Financial & Tax Planning Practitioner Guidance
4.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
12/05/19 4 PM EST
CFP® Live CPA IWI IRS EA
Asset Class Performance Shifts Since 1970
4.9
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
11/19/19 4 PM EST
Live CPA
Fritz Meyer Economic Update, November 2019
4.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
11/12/19 4 PM EST
CFP® Live CPA IWI
Illustrating The Key Determinants Of Investment Success
4.8
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
10/31/19 4 PM EST
CFP® Live CPA IWI
2019 Year-End Tax Planning Guidance For Investment Advisers
4.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
10/17/19 4 PM EST
CFP® Live CPA IWI IRS EA
Fritz Meyer Quarterly Economic Update, October 2019 (Two Credits)
4.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
10/08/19 4 PM EST
CFP® Live CPA IWI

LATEST ELECTIVES

       
Post-COVID Inflation and Federal Reserve Policy


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

       
Post-COVID Inflation and Federal Reserve Policy


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