Table of Contents
- 6 Live Classes Is The Best 2026 NASAA IAR CE Bundle
- The Next Three Months: Six Live Classes
- Live Ethics IAR CE: Best Practices in Financial Counseling, Frank Murtha
- Live Class 2 & 6: Fritz Meyer Financial Economic Update
- Live Class 3: NASAA Preemption Risk Explained — Andrew Gluck
- Live Class 4: DC Regulatory Update by Michael Canning
- Live Class 5: 10 ChatGPT Prompts for 2026 IAR CE — Craig Turner
- A Six-Month, All-Live Plan Semiannually
- Multi-Credential Value: CFP®, CPA, and CIMA Credits
- Why This Model Replaces One-Day Live CE Events
- FAQs
Advisors4Advisors’ 2026 live schedule is built to help investment adviser representatives (IARs) meet the NASAA IAR CE minimum standard through paced, interactive instruction. Below is the next three-month run of six live classes, from January 21 through March 12. The six live classes represent the best 2026 NASAA IAR CE bundle and are provided semi-annually on A4A.
Taken together, this six-class sequence is designed to do more than satisfy a regulatory minimum. The structure of the bundle emphasizes efficiency—a paced schedule that eliminates administrative drag and lost work time of live events — with timely, issue-driven instruction. By spreading live education across ethics, professional responsibility, and products & practice topics, the program keeps advisers current on regulatory risk. The result is CE that informs IARs about how to put clients first amid today's unusual regulatory environment.
6 Live Classes Is The Best 2026 NASAA IAR CE Bundle
Date | Instructor | IAR CE Category | Topic |
Jan 28 | Frank Murtha | Professional Responsibility | Best practices for providing financial counseling while maintaining ethical and professional boundaries. |
Feb 17 | Fritz Meyer | Products & Practice | Live economic update explaining macro conditions affecting portfolios and client conversations. |
Feb 25 | Andrew Gluck | Ethics | Ethics-focused analysis of NASAA preemption risk and its impact on fiduciary judgment. |
Mar 3 | Michael Canning | Ethics | DC regulatory update framed around ethical communication and client-first disclosure. |
Mar 11 | Craig Turner | Professional Responsibility | Responsible use of ChatGPT in advisory workflows, focusing on supervision and reliance risk. |
Mar 12 | Fritz Meyer | Products & Practice | Second live economic update reinforcing macro context without forecasts or product promotion. |
The Next Three Months: Six Live Classes
Between January 21 and March 12, Advisors4Advisors will deliver six live classes. Two are Products & Practice economic briefings taught by Fritz Meyer, two qualify for Ethics IAR CE, and two qualify for Professional Responsibility. This balance is intentional. It ensures advisers are not over-weighted in any single category while still engaging with the most current regulatory, ethical, and market-driven issues facing clients today. This is the structure of the best 2026 NASAA IAR CE bundle extant. How can we make that claim?
These six live classes form the first half of a six-month plan that includes 12 live classes fulfilling your entire 2026 NASAA IAR CE obligation. The pace allows advisers to participate live during ordinary workweeks rather than blocking off full days to take classes live and in person or online. Beginning in July and running through November, 12 new classes filling the required categories are scheduled again. The cycle is not like watching TV reruns; it gives advisers flexibility to join the 12-live class program later in the year. If you miss a live class, you can catch it on demand. Most classes are eligible for CFP, CIMA and CPA education credit as well as approved for NASAA IAR CE.
Live Ethics IAR CE: Best Practices in Financial Counseling, Frank Murtha
Frank Murtha’s live class, scheduled for January 21, addresses a growing reality for advisers: client meetings often extend beyond asset allocation and performance into emotional, behavioral, and life-transition issues. This Professional Responsibility session focuses on how advisers can provide financial counseling support while maintaining appropriate boundaries and a clear advisory role.
The class emphasizes documenting decisions, setting expectations early, and recognizing when a conversation may require referral or additional support. By grounding these discussions in Professional Responsibility CE, the session reinforces that adviser conduct, communication style, and judgment are themselves regulated obligations—not optional soft skills, which is why it is among classes included in the best 2026 NASAA IAR CE bundle.
Live Class 2 & 6: Fritz Meyer Financial Economic Update
Fritz Meyer’s Financial Economic Update appears twice in the three-month schedule, making up the second and sixth live classes. Both sessions qualify for Products & Practice IAR CE and share the same core structure. Rather than predicting markets or recommending trades, the class explains current economic conditions, policy dynamics, and structural trends that shape client questions and portfolio behavior.
Offering this update twice serves a practical purpose. Advisers can attend live at the time that best fits their schedule, and the spaced repetition reinforces understanding over time. This approach mirrors how advisers actually use economic information: as context for ongoing conversations, not as a one-time forecast.
Live Class 3: NASAA Preemption Risk Explained — Andrew Gluck
Scheduled for February 25, NASAA Preemption Risk Explained qualifies for Ethics IAR CE because it frames regulatory change as an ethical decision-making challenge rather than a technical compliance update. The class examines how shifts in state and federal authority affect investor protection, enforcement posture, and adviser judgment.
If you are looking for fiduciary guidance in gray areas, like how advisers determine what is client-first when protections differ by jurisdiction, how to avoid overstating certainty in client communications, and how to identify situations when regulatory change may create new ethical risk.
Live Class 4: DC Regulatory Update by Michael Canning
Michael Canning’s DC Regulatory Update, scheduled for March 3, is being submitted for approval as Ethics IAR CE. The class translates federal policy developments into practical implications for advisers and investors, with an emphasis on ethical communication under uncertainty. A central theme is judgment fulfilling your fiduciary obligation with regard to informing clients about industry proposals preempting state from regulation of alternative, cryptocurrency, and artificial-intelligence driven investments.
Live Class 5: 10 ChatGPT Prompts for 2026 IAR CE — Craig Turner
Craig Turner’s March 11 live class qualifies for Professional Responsibility CE and focuses on the responsible use of ChatGPT and similar tools in advisory practices. Advisers receive practical prompt frameworks while also learning how to supervise AI outputs and verify accuracy. The class treats AI as a drafting and productivity tool, not an authority. Emphasis is placed on review processes, documentation, and preventing unverified outputs from becoming client-facing advice or marketing content.
A Six-Month, All-Live Plan Semiannually
These six live classes make up the best 2026 NASAA IAR CE bundle and are the first half of a six-month program designed to deliver 12 live classes toward the annual NASAA IAR CE minimum standard. The six-month structure is deliberate: spreading education across months improves participation, retention, and relevance compared to last-minute cramming.
Beginning in July and continuing through the end of November, the program repeats with another 12 live classes. This repeat cycle allows advisers to begin the program at any point in the year, replace missed live sessions, or simply continue learning beyond the minimum. In total, subscribers have access to 24 live classes across the year, all delivered in a consistent, instructor-led format. That is why this is the very best 2026 NASAA IAR CE bundle.
Multi-Credential Value: CFP®, CPA, and CIMA Credits
In addition to NASAA IAR CE, the 24 live classes are intended to carry approved credit for CFP®, CPA (CPE), and CIMA. For advisers holding multiple credentials, this reduces duplication and administrative burden by allowing a single education program to serve multiple reporting regimes.
From a firm perspective, this structure simplifies training calendars and budgeting. Advisers attend one live class and receive credit across credentials, rather than repeating similar ethics or practice sessions with different providers. Just one more reason this is legitimately branded as the very best 2026 NASAA IAR CE bundle. Please search for another all-live course comprised of 12 classes that fulfill all 2026 NASAA IAR CE requirements that compares to this.
Why This Model Replaces One-Day Live CE Events
Many programs that advertise live CE credits compress them into single-day, in-person events. So you need to take off an entire day and go someplace or attend six hours in a row of nonstop CE. While the instruction may be solid, the logistics are costly: travel time, transportation, meals, lodging, and a full day away from clients. Plus you ar going to fall asleep.
The Advisors4Advisors subscription replaces that model with paced, live instruction delivered over months. Advisers can begin at any time, attend live when their schedule allows, and use on-demand access to catch up if a session is missed. There is no travel and no venue requirement. Based on current pricing, the subscription averages approximately 67 cents per day, making all-live CE accessible without disrupting an adviser’s practice. That is why it is truly the best 2026 NASAA IAR CE bundle.
FAQs
What makes this the best 2026 NASAA IAR CE bundle for IARs?
This bundle combines twelve live classes delivered over six months, repeated semi-annually, with a structure that aligns precisely to NASAA IAR CE content categories. Unlike one-day or assessment-heavy programs, it emphasizes paced learning, live instructor interaction, and real-world regulatory context. The result is CE that supports fiduciary judgment, not just minimum compliance.
How many live classes are included in the best 2026 NASAA IAR CE bundle?
The program delivers twelve live classes over six months, with six live classes scheduled from January through March and another six from July through November. Across the full year, subscribers have access to twenty-four live classes.
Are all classes in the best 2026 NASAA IAR CE bundle taught live?
Yes. The program is built around scheduled, instructor-led live classes. If you miss a live session, you may take the class on demand to stay on pace, but the core design prioritizes live participation rather than prerecorded coursework.
How are the six live classes in the first three months categorized for NASAA IAR CE?
Between January 21 and March 12, exactly six live classes are offered. Two qualify as Products & Practice, two as Ethics IAR CE, and two as Professional Responsibility. This balance is intentional and mirrors the structure of the NASAA IAR CE minimum standard.
Can I start the best 2026 NASAA IAR CE bundle at any time during the year?
Yes. The six-month program repeats semi-annually. Advisers may begin during any cycle, catch up on missed classes using on-demand access, and still complete the annual IAR CE requirement without waiting for a new calendar year.
Does this bundle include Ethics IAR CE focused on regulatory preemption and fiduciary judgment?
Yes. Ethics classes in the bundle address issues such as federal preemption of state regulation, evolving enforcement priorities, and ethical communication under regulatory uncertainty. These topics are framed around fiduciary decision-making rather than technical rule memorization.
How does this program compare to one-day live CE events?
One-day live CE programs often require travel, time away from clients, and long blocks of uninterrupted attendance. This bundle spreads live education across months, eliminating travel costs and allowing advisers to integrate CE into their normal workweek without disruption.
Is this really an all-live alternative to traditional CE bundles?
At the time of publication, Advisors4Advisors is not aware of another program marketed as a twelve-class, all-live NASAA IAR CE bundle delivered over six months without in-person venue requirements. Most “live credit” offerings are packaged as single-day events or partial live supplements.
Can I earn CFP®, CPA, or CIMA credit through the best 2026 NASAA IAR CE bundle?
The twenty-four live classes are intended to carry approved credit for CFP®, CPA (CPE), and CIMA, subject to final approval by each credentialing body. This allows multi-credential advisers to meet multiple education requirements through a single live program.
Why does the program repeat with another twelve classes later in the year?
The repeat cycle is designed to provide flexibility. Advisers can join later in the year, replace missed sessions, or continue learning beyond the annual minimum. It also supports firms that want a consistent, year-round live education calendar.
How much does the best 2026 NASAA IAR CE bundle cost?
Based on current pricing, the subscription averages approximately sixty-seven cents per day. Exact pricing and subscription terms should be confirmed on the Advisors4Advisors website at the time of enrollment.
Who is this best 2026 NASAA IAR CE bundle designed for?
The program is designed for state-registered IARs and RIA owners who want live, current, and issue-driven CE that supports fiduciary judgment, regulatory awareness, and professional credibility—without the inefficiency of travel-based programs.