Products
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A Financial Counseling Approach To Working With Couples, Frank Murtha
CourseThis 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.
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1.5 IAR CE, Post-Election Outlook, Fritz Meyer, November 2024
CourseHas 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?
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Sharing Investment Insights with Clients; Craig Israelsen’s Portfolio Design CE Course
CourseThis 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.
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A4A Membership
BundleCFP, 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
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Financial Advisor Economic Update February 2026
CourseProducts Practice IAR CE NASAA Approved
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Strategically Choosing CE Programs That Drive Your Productivity
CourseInstructor Shawn Foley, a consultant to NASAA from 2020 to 2026, helped build and implement IAR CE requirements regulating 200,000 state-registered IARs.