Exhibitors
Advisors4Advisors
Robert Keebler, CPA/PFS®, along with economist Fritz Meyer, portfolio management expert Craig Israelsen, Ph.D., and financial psychologist Frank Murtha, Ph.D. each teach a monthly CPE class on A4A, giving you 48 credits plus additional classes in times of financial turmoil.
With hundreds of classes accredited by the National Registry of CPE Sponsors, A4A has pioneered online profesoinal education since 2009 by streaming knowledge for CPA financial planning and CPA/PFS® practitioners.
Address
333 Jericho TurnpikeSuite 119
Jericho, NY
11753
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
123362Approved Delivery Method:
- Group Internet Based
- QAS™ Self Study
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
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Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This 1.5-credit class is 75 minutes long. It ostensibly shows how to drive investment expenses to deliver a broadly diversified portfolio personalized to each client for as little as 10 basis points. ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
SDIRAs are an ideal way to diversify client portfolios beyond securities, into alternative investments. SDIRAs are becoming a mainstay investment -- a game-changing vehicle in modern financial plannin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
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Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Artificial Intelligence empowers financial professionals with practical, real-world applications of artificial intelligence, using tools like ChatGPT to enhance productivity, marketing, and client eng ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
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Field of Study:
- Economics
Credit Hours:
- less than 1
Description:
Drawing on the latest financial and economic indicators, this monthly course situates current metrics within their long-term historical context, helping advisors formulate an informed outlook based on ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
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Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Fritz Meyer's May 13 class updates advisors on these bullet points covered at his April 15 class: April 2 “Liberation Day” Stock market sell-off Weak ISMs Strong March jobs Strong housing starts Surge ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explores the sustainability of retirement portfolio withdrawals using historical data and a diversified, multi-asset portfolio model. Led by Craig L. Israelsen, Ph.D., the presentation an ...Program Level:
overviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Timely, data-driven analysis of the fundamentals of the U.S. economy driving capital markets. This monthly, one-hour webinar, is led by Fritz Meyer, an independent economist, who averaged 4.7-star ra ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This class equips financial professionals with essential skills to guide clients through market uncertainty and emotional distress. Participants explore the impact of market volatility on investor ps ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides timely, data-driven analysis of the U.S. economy and global capital markets. Drawin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course, presented by Paul Hood, provides an in-depth analysis of the potential tax law changes following the 2024 election and their impact on financial planning strategies. The session covers ke ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
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Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The purpose of this course is to educate financial professionals on the principles and benefits of building diversified, multi-asset portfolios for long-term success. The course emphasizes the importa ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides timely, data-driven analysis of the U.S. economy and global capital markets. Drawin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides timely, data-driven analysis of the U.S. economy and global capital markets. Drawin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides financial advisors with timely, data-driven analysis of the U.S. economy and global ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The bull market, at 25 months-old, is a mere toddler compared to the 10-year bull run of the 1990s. Yet snce October 13, 2022, investors have experienced an astonishing rise in the value of the S&P 50 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
GDP for 3Q 2024 came in at a robust 2. 8%, and both the Atlanta and New York Fed models respectively predict a 2.4% and 2% growth rate for the fourth quarter of the year. Inflation through October w ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
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 ret ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Field of Study:
- Behavioral Ethics
- Personal Development
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Understanding polyvagal theory and neuroscience can significantly enhance how financial advisors interact with clients. By grasping how the nervous system impacts decision-making, emotions, and stress ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Financial advising has undergone revolutionary change in the last few decades, evolving from a transactional sales-oriented customer experience to an ongoing knowledge-based process led by an objectiv ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Based on UPIA, NYS DFS Reg 187, OCC, FINRA, and adjudicated lawsuits, this class tells fiduciaries how to fulfill fiduciary duties when advising clients on life insurance. The fiduciary era for life i ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
At Fritz Meyer's Sept 2024 CE/CPE class, you'll learn answers to questions including: ● What happened at the FOMC Sept. 17-18 meeting? ● How are the Magnificent Seven performing versus the other 453 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
wo weeks after Fritz Meyer’s July class, “Are Stocks Overpriced?” the S&P 500 plunged 4%, after the main driver of the post-Covid expansion cycle — job creation — disappointed investors. True to form, ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Supreme Court Rejects SEC Administrative Law System; Jeffrey Plotkin, J.D.
31-Jul-2024 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The Supreme Court, on June 27, 2024, rejected the Securities and Exchange Commission’s administrative law adjudication system, a key enforcement method for fighting financial fraud. Administrative l ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The S&P 500 is priced at 21.4 times 12-month forward-looking earnings, a relatively high P/E multiple. But periods of high P/E multiples can last many years. At Fritz Meyer's July 2024 CE/CPE class, a ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Some slowing in the economy is evident in June. However, as long as job openings outnumber job seekers, the economy is likely to remain on track to deliver healthy earnings growth. At this class, att ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Raising children in a wealthy community isn’t always easy. Depression, anxiety, addiction, and other mental health problems afflict affluent families more often than the average household. This class ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Strong Labor Market And Productivity Dogged By Slowing Growth And Stubborn Inflation, Fritz Meyer, May 2024
21-May-2024 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Job openings still outnumber job seekers, making this moment unusual in financial history, and productivity of U.S. workers has recently jumped. However, the battle against inflation stalled and the ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This class covers the highlights of a short list of books and articles any investment fiduciary wants to say they’ve read. Craig Israelsen, Ph.D., connects Modern Portfolio Theory to a sustainable low ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Registered Investment Advisers have been required since November 4, 2022, to comply with marketing rules mandated by a revision to rule 206(4)-1 of the Investment Advisers Act of 1940. The new marketi ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The economy is stronger than expected, so Fed funds will stay higher for longer than the Federal Reserve just projected three months ago, according to the latest quarterly Summary of Economic Projecti ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- less than 1
Description:
The inflation rate declined last month again and new sales of single-family houses ticked slightly higher, resulting in a less robust economic picture for the first quarter of 2024. The NY Fed nowcast ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Working with married couples is central to the business of financial advising and planning but managing the dynamics of couples is an underappreciated success factor in a professional practice. This c ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Buying life insurance is much too hard. This class instructs advisors on a new approach to life insurance due diligence. Due diligence has been stagnant. Have you seen any peer-reviewed articles that ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Description:
2023 was filled with good surprises and 2024 is starting out much the same way. Consensus forecasts of economists predict anemic GDP growth of 1.65% in Q4 ‘23, slowing to 0.94% and 0.55% in Q1 and ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This is the final class in a four-part course, teaching financial planners and investment advisors about the details of direct investments in real estate. This class applies lessons learned in the th ...Program Level:
OverviewDelivery Method:
- Group Internet Based
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Risk Factors And Tax Characteristics Of Real Estate Investments, Class 3 of 4
08-Feb-2024 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
America has failed to build enough housing to accommodate population growth for over a decade, creating opportunities. Meanwhile, office vacancies are widely expected to cause a crisis for landlords i ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
America has failed to build enough housing to accommodate population growth for over a decade, creating opportunities. Meanwhile, office vacancies are widely expected to cause a crisis for landlords i ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
For the past decade, not enough new homes were built to keep pace with population growth and now office vacancies are posing a crisis for landlords in 2024. For financial planning and investment profe ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Real wages climbed by 1.5% in 2023 and the 216,000 new-jobs in December reinforced expectations for above-average GDP growth in 2024 and confirmed Fritz Meyer’s July 2023 forecast of a Goldilocks econ ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Craig Israelsen, Ph.D. , has taught classes to candidates for the CFA-charter and about family financial management, at the graduate and undergraduate level, at universities for three decades. His cou ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Great Fake Out Of 2023 Is Poised To Extend Into 2024, Fritz Meyer, December 2023
14-Dec-2023 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
All year long, the economy and stock prices have fooled experts and consumers, outperforming expectations month after month. A surprise November rally powered a 9% gain in the S&P 500, again defied ex ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Social Security plays a crucial role in retirement financial success for most individuals, but the rules are complex. After attending this class, participants will be able to answer the following imp ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This class teaches about the key determinants in retirement portfolio success and failure. How money is withdrawn is the most important factor in portfolio survival, while asset allocation policy of ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Since the Federal Reserve initiated an historic tightening campaign 19 months ago, inflation has declined to the central bank's target rate and GDP growth has remained stronger than expected. A soft ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This is the second of two classes about financial and tax planning for doctors, dentists, and other medical professionals. This class reminds practitioners about tax rules applying to health prof ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
The Role Of Psychology, According To Organizations Certifying Financial Advisor Professional
26-Oct-2023 Advisors4AdvisorsField of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
The role psychology plays in financial advising is now recognized across the professional landscape. CFA Institute, CFP Board, and Investments & Wealth Institute in recent years added knowledge of beh ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This class covers the Federal Reserve's Open Market Committee Sept. 19-20, which is likely to be the big economic news story for September. GDPNow, the Atlanta Federal Reserve Bank's algorithmic-dr ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Retirees are comforted by portfolios with high dividend yields, particularly during of periods of uncertainty. Although dividend yield is important, it is secondary to asset allocation. This webinar ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Doctors and dentists value personal financial and tax advice. This the first of two classes about what you need to know to advise doctors and dentists on financial and tax planning in 2023. It's updat ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Description:
The investment story of 2023 is just how wrong experts and consumers were. When the year started, almost no one predicted a 2.4% growth rate for the second quarter of 2022. The percentage of investo ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
434 Results
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Advisors4Advisors 48+ CPE Credit Curriculum
August 2021A4A membership gives CPA/PFS® and other CPA financial planning professionals four courses led by four thought leaders in economics, tax planning, designing low-expense portfolios, and financial counseling.
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Certified Financial Counselor Introduction And Overview
14 Jul 2021The Certified Financial Counseling Course is 12 classes. Financial psychology and counseling complements knowledge requirements for CPA financial planning professionals. First class is here free.
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