IAR CE For State-Registered Advisers FAQ
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I regularly attend Fritz Meyer webinars and want to earn 12 credits of IAR CE annually. What should I do to fulfill my IAR CE requirements?
Fritz Meyer’s webinars are available for credit on-demand anytime as webinar replays. Fritz Meyer's CE/CPE qualify for CFP Board, IWI, NASBA QAS Self Study credit. To earn IAR CE credit, you must score at least 70% on a 10-question assessment. Be sure you inserted your IAR CRD number in your account profile.
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Why are on-demand webinar replays the best delivery method for IAR CE?
Advisors4Advisors provides members with a Learning Management System (LMS), delivering CE and CPE via webinars. Each class is a NASAA-compliant TV show with required engagement activities and a scored assessment, which provides CE/CPE that financial advisors want. A4A has offered reading assignments as CE/CPE, which arguably offer a deeper, more personal, CE/CPE learning experience. Reading enables you to absorb information at your own pace, rather than at the instructor's pace in a live webinar, where you cannot stop and pause to hear what an instructor just said for a second time -- slowly. However, That's not what advisors want! Advisors want webinars. Perhaps they're brains are just attracted to learning by watching a screen instead of reading -- even if it is reading content presented on a screen. There's just one big wrinkle: NASAA does not grant IAR CE credit for merely watching webinars, unlike the CFP Board, NASBA, and IWI. NASAA requires IARs to participate in an engagement activity, such as a poll, and, more importantly, requires IARs pass a scored assessment with a grade of at least 70% to earn credit after watching a webinar. Advisors4Advisors makes that part easy.
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Are classes completed before November 2024 approved for IAR CE credit courses?
No, IAR CE credit cannot be applied retroactively to live or on-demand classes you’ve already attended, nor can credits be earned on demand. For example, if you attended Fritz Meyer’s class on October 23, 2024, you would not be eligible for IAR CE credit. Only classes reviewed and approved by NASAA are eligible for credit.
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How do I earn IAR CE credit?
To earn IAR CE credit, you must first update your A4A Profile to include your Investment Adviser Representative (IAR) Central Registration Depository (CRD) number. A4A submits course completion records to the FINRA-maintained CRD system within 30 days. A4A pays NASAA’s $3 recordkeeping fee per credit. It's included with membership. To earn credit after attending live classes or replaying a webinar, you must simply attend a 1-credit class for at least 50 minutes and participate in an unscored exercise, such as a poll. You will also need to pass a 10-question multiple choice assessment and score a 70% grade or higher. If you fail three assessment attempts, you must re-register and wait a day to attempt to pass assessment again, as well as the exercise. Contact us by email at: admin (at-symbol goes here) advisors4advisors.com
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Does my A4A membership include free IAR CE?
Yes, it does. If you are an active member of Advisors4Advisors, IAR CE is now free to you. NASAA charges A4A $3 to upload a record of how many credits you earn. A4A is eating that cost. IAR CE is free when you buy an A4A membership, which provides CFP, CIMA, and CPA credit at a 33% discount as well as AR CE at no additional cost. Hence, free. For practitioners searching for discounts on high-quality CE or CPE, A4A membership now includes free IAR CE.
CPA CPE FAQ
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How do I earn CPA CPE on A4A?
CPA CPE is included with Advisors4Advisors (A4A) membership. CPAs are required to earn 40 CPE credits annually and A4A membership plans to deliver 24 or more credits in 2025. In addition to CPA CPE, CFP CE, A4A membership now includes free IAR CE. Read more at: https://new.advisors4advisors.com/pages/blog?p=qas-cpa-cpe
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What CPA CPE delivery methods are used on A4A?
As a NASBA-approved QAS Self-Study provider, A4A seeks to deliver classes utilizing the most efficient delivery methods for our members. By far the most popular way to earn CPA CPE among CPA/PFS practitioners is on demand replays of webinars. Webinar replays simulate live events, employing engagement exercises and scored assessments that test whether participants achieve the class learning objectives spelled out in advertisements and email invitations.
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How do CPA/PFS and CPA financial planners benefit from A4A's CPA CPE?
Independent CPA PFS and CPA financial planning fiduciaries demand numbers that make sense, like quantitative analysis from independent economist Fritz Meyer. No hidden agenda or product pitch, this is CPA CPE financial economic lessons with a strategic perspective, keeping you focused on long-term term truths.
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