Membership

Since 2009, A4A has provided CE and CPE from thought leaders on the topics most important to financial advice professionals, including:

  • Personal income- and estate-tax planning
  • Financial economics
  • Portfolio design
  • Financial psychology
  • Risk management
  • Compliance


Membership Benefits

Discounts on CFP, CIMA CE, & CPA CPE

  • CE/CPE at a 33% discount from regular class prices.

Completion Certificates:

  • For NASBA, CFP Board, IWI, and IAR CE.

Regulatory Reports

  • Class completion reported to:
    • CFP Board
    • National Registry of CPE Sponsors
    • NASAA for IAR CE
    • Investments & Wealth Institute

Additional Perks

  • Valuable knowledge and training resources
  • CE/CPE on-demand and live
  • Free IAR CE 
  • 33% discount on CFP, CIMA CE & CPA CPE
  • Free client education link magnets  
  • Extra classes added when:
    • S&P 500 closes 10% off high
    • Geopolitical crises

A4A Membership Includes

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