Products
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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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Fritz Meyer Monthly Slides
BundleFritz Meyer’s presentations consist of about 50 charts and tables monthly. The transcribed slides from Fritz Meyer's CE/CPE webinars on A4A explain the latest financial economic data driving corporate earnings and can be branded with your logo.
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LIVE CFP CPA CIMA CE Investment Outlook IAR CE
CourseLIVE! Financial economics update for CFP, CIMA, and CPA education credit with no exam required. Plus, IAR CE with assessment.
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Artificial Intelligence for Financial Advisors, September 2025
Course5.0 average rating (2 reviews)Artificial Intelligence CE for CFPs, IARs and CPA CPE is must-see CE. Loaded with practical knowledge to revolutionize your productivity.
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Financial Economic Update, November 2025, Fritz Meyer Live
Course4.8 average rating (4 reviews)LIVE IAR CFP CIMA CPA credit. No exam. The current outlook.