Advisors4Advisors

LIVE Sept. 22, 2026 | IAR CE: Use AI to Clean Spreadsheets and Build Dashboards

Live, hands-on workshop with Craig Turner on how to use AI to clean spreadsheets with data defects and how to build dashboards.

LIVE Oct. 13, 2026 | Strategic Investing IAR CE: Monthly Economic Update

Course

Join Fritz Meyer live October 13, 2026, 4–5 p.m. Eastern, for his monthly economic and market update for financial advisors. Products and Practice. CE/CPE credit is not guaranteed.

$39.99

LIVE Oct. 22, 2026 | IAR CE: Professional Responsibility, Investor Education and AI Search Engines

Course

How to write text optimized to educate financial consumers using AI search engines and answer engine optimization (AEO).

$39.99

LIVE Nov. 17, 2026 | Strategic Investing IAR CE: Monthly Economic Update

Course

Join Fritz Meyer live November 17, 2026, 4–5 p.m. Eastern, for his monthly economic and market update for financial advisors. Products and Practice. CE/CPE credit is not guaranteed.

$39.99

When Clients Don’t Implement Sound Financial Advice | Ethics IAR CE

Course

Watch a 50-minute webinar replay or read a transcript optimized for CE for 1 CPE credit hour.

$39.99

2027 Investing Webinar/PDF for IAR CE; CFP CE, CPA CPE

Course

A 50-minute self-study replay or podcast, and a PDF optimized for CE of Fritz Meyer’s September 15, 2026 session on economic momentum, inflation, valuations, AI risk and bond yields.

$39.99

2-Credit Portfolio Manager CPA CPE + Products-Practice IAR CE

Course

5.0 (1 review)

Read a transcript optimized for CE, watch a 50-minute webinar, or listen to it; then, take a 20-question open book quiz.

$59.99 / 3 months

RIA Regulatory Update 2026 Ethics IAR CE — Self-Study: Read + Watch + Listen

Course

5.0 (1 review)

Professional education: read the DOCE, stream the video, or listen to the podcast, then complete the required exercises and assessment for eligible CE/CPE credit.

$34.99

Strategic Investing Self-Study 2026 IAR CE

Course

Watch a 50-minute 60-slide presentation by an independent economist or read a transcript optimized for CE.

$34.99

Suddenly Accelerate RIA Productivity With Codex Self-Study CE

Course

Codex for Financial Advisors: NASAA-approved 1-credit Products & Practice IAR CE self-study with webinar video, transcript, exercises and assessment.

$34.99

Suddenly Accelerate RIA Productivity With Codex Reading-Only Self-Study CE

Course

NASAA-approved 1-credit Products and Practice IAR CE. Reading-only self-study with exercises and assessment approved for IAR CE, CIMA CE, CPWA CE, RMA CE and CPA CPE.

$24.99