A4A Membership
CFP, CIMA, and IAR CE & CPA CPE. CFP Board, IWI, NASBA, and NASAA approved provider. Live and on-demand webinars by Fritz Meyer, Craig Israelsen, and Frank Murtha, and other thought-leaders
CFP, CIMA, and IAR CE & CPA CPE. CFP Board, IWI, NASBA, and NASAA approved provider. Live and on-demand webinars by Fritz Meyer, Craig Israelsen, and Frank Murtha, and other thought-leaders
Membership gives you:
Regulatory Reporting Free With Membership:
History
Since 2009, A4A has provided CE and CPE from thought leaders on the topics most important to financial advice professionals, including:
All Classes
Watch a 50-minute presentation or read a transcript optimized for CE.
$34.99
All Classes, AI, DOCE®
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
All Classes, Counseling
LIVE IAR CFP CIMA CPWA RMA CPA CPA/PFS credit.
$34.99
All Classes, Economics
Live 2026 IAR Products and Practice CE for strategic portfolio managers as well as CFP, CPA, CPA/PFS, CIMA, CPWA, RMA and other credentialed professionals.
$34.99
All Classes
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
All Classes
Watch a 50-minute 60-slide presentation by an independent economist or read a transcript optimized for CE.
$34.99
All Classes
With downward revisions of job three-month job growth and June's weaker-than-expected jobs creation, should 12-month expectations be tempered?
$34.99
All Classes
All Classes, AI
Codex for Financial Advisors: NASAA-approved 1-credit Products & Practice IAR CE self-study with webinar video, transcript, exercises and assessment.
$34.99
All Classes, Economics, Products & Practice
Watch a 52-minute webinar or read a transcript optimized for CE.
$49.99
All Classes
All Classes, Economics
A strategic approach to investing for the age of American Exceptionalism.
$49.99
All Classes, Counseling, Ethics IAR CE, DOCE®
Neurodivergence is diagnosed in nearly 15% of the U.S. population and another 15% are undiagnosed. Learn how ADHD and autism affect client communications, client decision-making, and fiduciary duty.
$49.99
All Classes, Ethics IAR CE
Investment strategy after the Iran War IAR CE webinar.
$49.99
All Classes
NASAA Approved Ethics IAR CE. One of 28 live CFP, CIMA, CPA and IAR classes in 2026.
$49.99
All Classes
Recorded live Tuesday, Feb 17, 2026, 4 p.m. ET
$49.99
All Classes, Ethics IAR CE
NASAA Approved Professional Responsibility IAR CE
$49.99
All Classes, Counseling, Ethics IAR CE
On demand learning about using persuasion techniques to fulfill your fiduciary obligations.
$39.99
All Classes, Products & Practice
Recorded live Tuesday, Jan 13, 2026, 4 p.m. ET
$49.99
All Classes, LIVE
LIVE IAR CFP CIMA CPA credit. No exam.
$29.99
All Classes, Ethics IAR CE
How current federal preemption proposals could weaken investor safeguards and shift much more liability risk onto advisers.
$49.99
All Classes, LIVE
LIVE IAR CFP CIMA CPA credit. No exam.
$49.99
All Classes, AI, LIVE
LIVE IAR CFP CIMA CPA credit. No exam.
$49.99
All Classes
LIVE IAR CFP CIMA CPA credit. No exam. The current outlook.
$49.99
All Classes, Products & Practice
Recorded live Tuesday, December 16, 2025, 4 p.m. ET
$49.99
All Classes, Ethics IAR CE
Applying ethical principles to financial counseling challenges.
$29.99
All Classes, Ethics IAR CE, AI
You don't just learn 10 powerful automations for using ChatGPT in client communications but you also learn the ethical considerations.
$49.99
All Classes, Products & Practice
LIVE IAR CFP CIMA CPA credit. No exam. The current outlook.
$49.99
All Classes
CFP CE CPA CPE CE recorded live on November 18, 2025.
$49.99
All Classes
LIVE IAR CFP CIMA CPA credit. No exam. The current outlook.
$49.99
All Classes, Products & Practice
CFP CE CPA CPE IAR CE recorded live on October 21, 2025.
$49.99
All Classes
If you run a fee-only fiduciary practice or aspire to do so, this is “must see CE/CPE.”
$39.99
All Classes, Ethics IAR CE, AI, Products & Practice
Artificial Intelligence CE for CFPs, IARs and CPA CPE is must-see CE. Loaded with practical knowledge to revolutionize your productivity, Take this class for credit anytime.
$39.99
All Classes, Counseling, Ethics IAR CE
Best CE to decode investor behavior and client compatibility. Ethics IAR CE. A 4.9-star rating and rave reviews.
$39.99
All Classes, Economics
CFP CE CPA CPE IAR CE recorded live September 18, 2025. Economic and investment outlook by Fritz Meyer.
$49.99
All Classes
LIVE! Financial economics update for CFP, CIMA, and CPA education credit with no exam required. Plus, IAR CE with assessment.
$49.99
All Classes, Products & Practice
Artificial Intelligence CE for CFPs, IARs and CPA CPE is must-see CE. Loaded with practical knowledge to revolutionize your productivity.
$69.99
All Classes, Economics, Products & Practice
On-demand IAR CE, CFP CE, CIMA CE, and CPA CPE recorded live August 19, 2025
$49.99
All Classes
On-demand IAR CE, CFP CE, CIMA CE, and CPA CPE recorded July 15, 2025
$49.99
All Classes
On-demand IAR CE, CFP CE, CIMA CE, and CPA CPE recorded June 20,2025
$49.99
All Classes, AI, Products & Practice
Artificial Intelligence CE for CFPs, IARs and CPA CPE is must-see CE. Loaded with practical knowledge to revolutionize your productivity, Take this class for credit anytime.
$39.99
All Classes, Ethics IAR CE
IAR CE training in the knowledge to guide clients ethically on self-directed IRA alternative investments — a fraud-ridden, highly technical specialty where IAR CE adds huge value to clients.
$39.99
All Classes, Products & Practice
Tariff CPA CPE, CFP CE, CIMA CE, and IAR CE, explaining economic data and financial outlook changes caused by tariffs imposed through mid-April 2025. Timely, comprehensive analysis of current U.S. economic and financial markets from Fritz Meyer
$49.99
All Classes
Tariff CPA CPE, CFP CE, CIMA CE, and IAR CE, explaining economic data and financial outlook changes caused by tariffs imposed through mid-April 2025. Timely, comprehensive analysis of current U.S. economic and financial markets from Fritz Meyer
$49.99
All Classes, Portfolios, Products & Practice
If the 4% "safe" retirement portfolio withdrawal rate is gospel to you, here's a high-quality IAR CE analyzing 25-year retirement scenarios and portfolio longevity, delivering data-backed insights for optimizing diversified, low-expense portfolios.
$39.99
All Classes, Products & Practice
Earn CFP CE credit as well as CPA CPE and IAR CE, while strengthening skills in communication, emotional intelligence, and client-relationship management, ensuring you provide exceptional guidance, while meeting continuing education requirements.
$39.99
All Classes
CFP CE on the economy and investment conditions from Fritz Meyer received 4.7-star rating monthly from advisors for over a decade. Earn one credit on this fast-paced 63-minute class and you're guaranteed to learn and pass the assessment!
$39.99
All Classes, Portfolios
This is not the first time fear shook confidence in financial economic conditions. By the end of this class, professionals are equipped with evidence-based strategies to help retirees maintain financial security and confidence in their portfolios.
$29.99
All Classes, Portfolios, Products & Practice
This is not the first time fear shook investor confidence. Equip yourself with evidence to help risk averse investors maintain confidence.
$39.99
All Classes, Portfolios, Products & Practice
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$39.99
All Classes, Counseling
This IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
All Classes
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
All Classes, Products & Practice
The Byrd Rule's effect on the Tax Cuts and Jobs Act, and tax law changes to expect following the 2024 election, along with their impact on planning strategies, are examined in this 1.5-credit class.
$29.99
All Classes, Portfolios
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
All Classes, Ethics IAR CE
A Supreme Court ruling against the SEC's administrative enforcement system is a game-changer. Jeffrey Plotkin, J.D., explains how it weakens SEC’s ability to impose civil penalties in-house, forcing fraud cases to federal court. Ethics IAR CE credit
$29.99
All Classes, Economics, Products & Practice
This CFP, IAR CE, CPA CPE webinar incisively reviews economic and market trends to inform investment strategy. Fritz Meyer covers inflation, Federal Reserve policy, consumer spending, GDP growth drivers, stock market earnings and valuation trends.
$29.99
All Classes, Economics, Products & Practice
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99
All Classes, Ethics IAR CE
The fiduciary era of life insurance began on February 1st, 2020, when NYS DFS Reg 187, the Suitability and Best Interests in Life Insurance and Annuity Transactions, became effective. Limit liability exposure in fulfilling your fiduciary obligations.
$29.99
All Classes, Counseling, Products & Practice
This IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
All Classes, Counseling
This CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
All Classes, Counseling
This CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
$29.99
All Classes, Economics
Has the latest economic data continued to support the outlook for a no-landing, Goldilocks economy in the year ahead? What does the outlook mean for investors in stocks and bonds? What are the latest figures on 20-plus fundamentals?
$29.99
All Classes, Ethics IAR CE
Ethics IAR CE credit on using investment performance in advertising and market; tips and traps.
$29.99
All Classes, Economics
September’s better-than-expected job growth and ISM Services Purchasing Managers Index, amid low inflation and real wage gains mean the economy is not losing altitude. It's a no-landing outlook, a return to a Goldilocks economy.
$29.99
All Classes
For CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
$29.99