IAR CE Now Free With CFP CE And CPA CPE 

At Advisors4Advisors (A4A), we are thrilled to announce a major upgrade to our Learning Management System (LMS), enhancing the value of your membership at no extra cost! This advanced platform is designed to provide Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Public Accountant (CPA), and Investment Adviser Representative (IAR) professionals with an exceptional learning experience. It's a new and much-improved version of Advisors4Advisors and it is the ultimate CE/CPE learning platform for CFP, CPA, and IAR professionals.   

Here’s What The New A4A Offers

• CPA CPE On-Demand Webinars: Fully compliant with NASBA requirements.
• Free IAR CE Credit: Meets NASAA’s stringent guidelines.
• Simpler, Streamlined Technology: Making your learning journey seamless.

Your Account On The New A4A Platform Is Already Set Up

If you had an active membership on A4A as of Jan. 9, 2025, your membership account on our new LMS platform has already been set up with your email address, including your professional credentials, such as CFP or CPA. Your subscription's end date remains the same. 

• If you are an IA Rep, you must enter your IAR CRD number into the new system to earn IAR CE credit, since we never collected this information before. You can do this while signing up for a new account or from the account page at any time.
• You'll know you're on our new platform because we have a totally new website and user experience. 
• If you had an active membership on A4A, the first time you log in to the new system, you must set up a new password. You can do this by clicking on the invite link in your email or by visiting the "forgot password" page.
• If you had an account on A4A before Jan, 10, but it was inactive, set up a new account.   

Why This Upgrade Matters

Providing continuing education credits for CFP, CPA, and IAR professionals requires compliance with strict regulatory standards. For instance, CFP professionals must complete a 50-minute class and pass a 10-question graded multiple-choice assessment to earn credit. NASBA’s requirements for CPAs go even further, requiring feedback on responses to multiple-choice questions during the session.

This makes live webinars easier to conduct than offering replayable sessions, which must include assessments to measure learning outcomes. A4A’s new LMS overcomes these challenges, delivering replayable webinars that meet and exceed the highest industry standards. As a leading CE/CPE learning platform for CFP, CPA, and IAR professionals, A4A ensures compliance while maximizing value for members.

Enhanced Features for Members

1. Graded Assessments: After watching a replay, members must complete a 10-question multiple-choice quiz to earn credit. This ensures the session's learning objectives are met.
2. Interactive Exercises: For CPAs, a review exercise with feedback on correct and incorrect answers is appended to each webinar. This feature also helps IARs fulfill engagement activity requirements.
3. AI-Structured Learning:  Classes are structured to enable practitioners to achieve advertised learning objectives, as measured by scored assessments.         .

Key Benefits for CFP, CPA, CIMA, and IAR Professionals

• NASBA Approval: In December 2024, A4A was approved as a QAS Self-Study Provider, allowing CPA financial planners to earn CPE credit via webinar replays.
• Free IAR CE Credit: Members can fulfill NASAA’s 12-credit annual requirement at no additional cost. After attending a live 1-credit class, simply take the 10-question assessment within three hours.
• Engaging Learning Environment: Whether live or on-demand, A4A’s webinars include polls and exercises to keep you engaged while meeting regulatory requirements.

How to Get Started

1. Update Your Account: If you’re an A4A member, ensure your credentials are up to date.
2. Participate in Webinars: Join live classes or watch replays to earn credit.
3. Complete Assessments: Follow simple instructions to meet CFP, CPA, or IAR CE requirements.

With A4A’s upgraded systems, earning continuing education credits has never been easier or more efficient. As the trusted CE/CPE learning platform for CFP, CPA, and IAR professionals, we’re proud to deliver an unparalleled experience in the new Advisors4Advisors. Join us today!