Products
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A4A Membership
BundleCFP, CIMA, CPA, and IAR CE/CPE meeting CFP Board, IWI, NASBA, and NASAA requirements, delivered via webinars on demand led by thought-leader instructors, including Fritz Meyer. Completion certificate and CE/CPE reporting included.
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The Fiduciary Era Of Life Insurance, Steven Zeiger
CourseThe fiduciary era of life insurance began on February 1st, 2020, when NYS DFS Reg 187, the Suitability and Best Interests in Life Insurance and Annuity Transactions, became effective. Limit liability exposure in fulfilling your fiduciary obligations.
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2025 Outlook, Webinar On-Demand, CFP, IAR, CPA CE/CPE
CourseThis CFP, IAR CE, CPA CPE webinar incisively reviews economic and market trends to inform investment strategy. Fritz Meyer covers inflation, Federal Reserve policy, consumer spending, GDP growth drivers, stock market earnings and valuation trends.
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FOMO And Other Psychological Influences In Bull Markets, Frank Murtha
CourseThis course explores counseling psychology in financial advising and focusing on investor behavior in bull markets. It covers FOMO, recency bias, and the wealth effect, offering strategies to guide clients toward balanced decisions.
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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?