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
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:
- 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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This class teaches strategies practitioners must implement before the year ends to minimize client tax liabilities. Learning objectives include: ● pending and new tax law and its strategic financial p ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The booming labor market powered the U.S. through 10 rate hikes in 15 months and puts the economy on a trajectory for a soft landing or no landing at all. A 2.1% GDPNow Q2 forecast, 1.8 job openings ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Amid Widespread Pessimism, Strong Fundamentals; Fritz Meyer, June 2023
20-Jun-2023 Advisors4AdvisorsField of Study:
- Economics
Description:
Americans are pessimistic. Consumer confidence never fully rebounded from the pandemic, according to University of Michigan’s Consumer Sentiment Index. Similarly, business owner optimism, surveyed mon ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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CPI-Adjusted COLAs In Retirement Income Distribution Portfolios; Craig Israelsen, June 2023
15-Jun-2023 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
What's the best way to adjust the annual withdrawal from a retirement portfolio to account for inflation? Do you use an average inflation rate, such as 3%? Or do you use the actual annual rate of inf ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Rate Hikes Are Paused But Rate Cuts Unlikely Till 2024, Fritz Meyer, May 2023
25-May-2023 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The index of U.S. leading economic indicators (LEI) rolled 13 months ago, and economists at The Conference Board (TCB) still predict a recession is likely to begin by the end of the second quarter. TC ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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The Bear Market Makes This A Bad Time To Retire; How To Manage Retirement Portfolios Subject To Bad Timing
24-May-2023 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The bear market started June 23, 2022 and its end is not in sight. Bad timing and a bad sequence of returns loom large for investors in their 60s under current conditions. This class address how to ma ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Master The Basics Of Estate Administration; Bob Keebler’s Monthly Course, May 2023
23-May-2023 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
It's uncommon for financial advisors to know much about estate administration, but it is practical to master the basics. This class provides an overview on how investment advisors and financial pla ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Using Financial Counseling Techniques To Guide Clients Through The Financial Planning Process In Turbulent Times
26-Apr-2023 Advisors4AdvisorsField of Study:
- Behavioral Ethics
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Please join me for my next class about using counseling techniques to guide clients through the financial planning process. To make it an experiential learning experience, where you learn by doing, th ...Delivery Method:
- Group Internet Based
Location:
- NY
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Amid Heightened Fears, Core Concepts To Remind Clients; Craig Israelsen’s Portfolio Design CE Course, March 2023
22-Mar-2023 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Conversations with clients are always important, but are even more important right now, with the fear and uncertainty surrounding the U.S. banking system. Retirement portfolio success and client ret ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
16-Mar-2023 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The sale of a business is often the culmination of years, if not a lifetime, of hard work. One of the most significant aspects of these transactions is how it will be taxed. Learning about some of the ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Teaching Clients About Retirement Investing; Craig Israelsen’s Portfolio Design CE Course, February 2023
23-Feb-2023 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The way performance of ETFs, mutual funds, and indexes are reported assumes a lump sum investment and the sequence-of-returns does not matter. In real life, however, retirement portfolios are not ac ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies Practitioners
16-Feb-2023 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax laws significantly changed again. Consequently, what you need to know to advise clients on income, estate, and gift taxes is obsolete. The best way to get up to speed is to take particpoate in Bo ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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The Split-Personality Economy Of 2023; Fritz Meyer Economic Update, February 2023
14-Feb-2023 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Simultaneous with convincing signs in the January LEI that a recession is coming, unemployment hit a 50-year low and new-job creation boomed at a pace rarely in decades. A collapse in the Index of U.S ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
25-Jan-2023 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Fifty years of statistical history on a diversified portfolio comprised of seven asset classes are analyzed in this annually updated class about how key components of a core portfolio behave. Risk, r ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Soon after the SECURE Act passed in 2019, ideas for more retirement account improvements began to circulate. By late 2020, the financial media was excitedly reporting what was in the new legislation. ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This class recounts the history of central banking in the United States to promote understanding recent events and anticipate the future. Participants learn about: (a) the role of a central bank (i.e. ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
10-Jan-2023 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
2022 closed strong, despite seven rate hikes since March 2022 and the most aggressive monetary tightening by the Federal Reserve in decades. The LEI dropped in each of the last eight straight months, ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Fed Charts A Course Amid An Unusual Labor Shortage; Fritz Meyer Economic Update, December 2022
13-Dec-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Despite the six hikes in interest rates implemented since March to put an end to the vicious cycle of inflation, the U.S. economy in November created 263,000 new jobs in November. Job growth is runnin ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial counseling is conversation, or series of conversations, designed to help meet clients’ emotional needs. To have these conversations, you need to know what to look for, what to say, and how t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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15 Timely Core Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
15-Dec-2022 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Say goodbye to 2022 and start 2023 right, with this review of 15 great ideas and core concepts that you absolutely need to understand. This objective of this class is to remind advisors of the rules, ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy: An Update
06-Dec-2022 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This webinar reviews of the use of conservative asset allocation funds in place of traditional bond funds in portfolio construction. Traditional bond funds have been hammered in 2022 and clients will ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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How The Midterm Election Changed Income, Estate And Gift Tax Planning, Bob Keebler, Nov 2022
17-Nov-2022 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The surprising midterm election results make a capital gains tax hike more likely and have changed tax planning for 2023. A hike in the 20% top capital gains tax rate to 39.6% and eliminating the st ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Best Fixed-Income Funds For Managing Diversified Portfolios; Craig Israelsen's Portfolio Management Course, Nov 2022
16-Nov-2022 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The performance of all fixed income funds in the Morningstar universe is examined. With six rate hikes in seven months and more rate hikes expected for months to come, year-to-date (YTD) performance ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Fed Not Done Hiking Rates But A Soft Landing Is Still Possible, Fritz Meyer Economic Update, November 2022
08-Nov-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Housing starts are way down. So are the purchasing managers indexes for services and manufacturing. And the Leading Economic Indicator index for the U.S. has declined the last seven straight months. ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
There are great tax incentives for clients with real estate, but there are also traps to watch out for and many overlooked opportunities. Estate or tax planning attorneys, CPAs and financial advisors ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Counseling Scared Clients in Scary Times, CFC Update, Class 3 of 4, Nov. 2022
09-Nov-2022 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This is the third class of four in our 2022 updates on what your need to know as a financial counseling professional. At this class, you will learn about: The current emotional environment for in ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Historical Parallels to the Four Phases of the COVID-19 Financial Crisis and Response (Class 2 of 2)
01-Nov-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This 60-minute class explains the COVID-19 financial crisis by breaking it down into four distinct phases: (1) Panic, (2) Emergency Response, (3) Side Effects of Inflation and Speculation, and (4) the ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Historical Parallels to the COVID-19 Financial Crisis and the Value of Studying Financial History (Class 1 of 2)
25-Oct-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This 60-minute class explains the fundamental dynamics of the COVID-19 financial crisis by comparing it to similar events that occurred during and after World War I and the Great Influenza from 1914 t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
406 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.
1 Results
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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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