Best CFP CE Also Provides Credit For IARs, CPAs, CIMAs

Best CFP CE Also Provides Credit For IARs, CPAs, CIMAs

Andrew Gluck Andrew Gluck
7 minute read

Save 50–66% Of Your Time On CE — By Earning Credits For All Your Licenses At Once

How can we proclaim that the best CFP CE also provides credit for IARs, CPAs, and CIMAs?  Here's the answer.

If you’re a financial advisor who holds multiple designations — maybe you’re a CFP® professional, a CPA, a CIMA® designee and also an IAR who is subject to NASAA CE rules —  professional education can be a major time sink. Each credential has its own requirements, which traditionally means spending separate hours satisfying each one. At Advisors4Advisors (A4A), we think that’s crazy. That’s why our online classes are almost always approved by:

  • CFP Board for CFP continuing education (CE)

  • NASBA for CPA CPE

  • IWI for CIMA®/CPWA® CE

  • And NASAA for IAR CE

With a single hour-long session, you can simultaneously earn credit toward all of these — saving 50% of your time if you hold two credentials, or a whopping 66% if you hold three.

Why Multi-Designation CE Matters To Advisors

Most education providers focus on just one area. That means if you’re an IAR subject to the NASAA Model Rule and also a CFP professional, you typically need:

  • 1 hour for your IAR CE

  • 1 hour for your CFP CE

That’s 2 hours total for the same learning topic. But with an Advisors4Advisors class that’s approved for both, you complete one hour of learning and earn credit for both credentials simultaneously — instantly cutting your time commitment in half.

It gets even better. If you’re an IAR, a CFP, and a CPA, the traditional path means sitting through three hours of CE courses to cover each designation. With our classes approved by multiple regulators, you spend just one hour total — slashing your CE burden by as much as two-thirds.

✅ The real benefit isn’t money. It’s time.

Yes, A4A offers some of the most competitive CE pricing in the industry, especially with our BOGO structure that lets you earn unlimited credits for about half the typical cost. But saving your time is far more valuable.

Think of the hours you’ll reclaim: hours you can spend serving clients, building your practice, or simply enjoying life outside work — instead of watching redundant webinars to tick boxes for regulators. 

That's why we're comfortable using the term "the best CFP CE" in our headline. However, there is actually more benefits than saving your time and money.   

Best CFP CE — And More: Why Advisors4Advisors Stands Apart

Advisors4Advisors is built differently than other CE and CPE providers. We aren’t a marketing company repackaging content. I’m a financial reporter, who’s spent years sourcing truly independent experts to teach advisors. That's what I am doing now to produce the best CFP CE I possibly can. 

  • Journalistic approach: Instead of summarizing what experts say in an article, we give them the microphone. You hear directly from seasoned experts -- academics, practitioners, researchers, economists, and other specialists.

  • Real-world focus: Our topics zero in on issues that matter to fiduciary advisors — from advanced portfolio design to SEC exam pitfalls and nuanced tax strategies.

  • Broad approvals: Unlike many CE providers that only get classes approved for CFP CE (or only for CPAs), our sessions have approvals from CFP Board, NASBA, IWI, and NASAA.

This means our classes deliver not just the best CFP CE, but also the best overall multi-designation CE for professionals who wear multiple hats.

Advisor CE Satisfaction Ratings In 2025

best iar ce ratings

This chart reflects that Advisors4Advisors classes get among the best CFP CE ratings from advisors, according to published data. Every member rating Advisors4Advisors has received from members after classes so far in 2025 is shown in this chart.  A remarkable 85% gave classes five stars! Another 12% rated classes with between four stars and five. An amazing 97% of advisors rated classes with either four or five stars! 

These ratings validate our commitment to providing the best CFP CE. Financial advisors rely on A4A for CE and CPE that's not just compliant but also immediately valuable in real-world practice. If you're looking for a provider with consistently top-tier user satisfaction, Advisors4Advisors delivers the best CFP CE based on user data. 

Stop Scouring The Web For Credits

Without a multi-approved provider like A4A, you’re forced to:

  • Chase down separate CFP CE, CIMA CE, CPA CE, and IAR CE courses

  • Double-check that each is accredited by the right body

  • Track multiple certificates and upload them to different portals

It’s a hassle. And it adds unnecessary hours to your workload. With A4A, you log in once, attend one live or on-demand session, and download a certificate that satisfies all your major credentials. We submit successful class completion information to CFP Board, IWI, NASBA, and NASAA weekly, eliminating the hassle. 

We did not get to be among the best CFP CE providers overnight. We’ve been in online advisor CE for over 15 years. Thousands of fiduciary advisors trust us as a consistent, reliable source for professional education. That peace of mind — knowing you’re covered — is worth more than any discount code.

More Perspectives Make You A Better Advisor

Other CE providers are larger than we are and cover more knowledge topics than us. But we offer a wide range of perspectives that you won’t get from large CE platforms who dominate the market by spending huge amounts on Google ads. Many of the largest players (who we respect deeply) do an excellent job on core technical content. But having an alternative, independent source for professional education about timely topics matters.

  • Different instructors bring different views.

  • Fresh topics challenge your thinking.

  • Your professional growth shouldn’t rely on a single platform’s editorial lens.

Our content gives you that balance, helping you better serve diverse client needs. 

Lower CE Costs — And Even Lower Time Commitment

It’s true: our BOGO pricing model is among the most advisor-friendly in the industry. For roughly the cost of a single annual membership elsewhere, you get unlimited CE credits, effectively halving your direct CE spend. As of today, we've produced more than 30 live and on-demand classes as of mid-year 2025. But again, the biggest financial win comes from saving your time:

  • If you’re a CFP and IAR, earning dual credits means 50% less CE time.

  • If you’re a CFP, CPA, and IAR, you’re spending just one hour instead of three — a 66% reduction.

That’s more client meetings, more prospecting, or simply more Saturdays spent on your own hobbies. It's also one more reason we are among the very best CFP CE providers you can find

Try A4A And See Why We’re The Best CFP CE For Advisors With Multiple Credentials

If you’re ready to slash your CE hours by up to two-thirds, and still get the best CFP CE and advanced, independent education that makes you a sharper fiduciary, explore A4A today

Your next hour of CE could count triple — for your CFP, your CPA, and your IAR license. Why settle for less?

FAQs

Q: Can I really earn CFP, CIMA, CPA, and IAR CE credit from the same class?

Yes. Many of our webinars and on-demand replays are approved by CFP Board, IWI, NASBA, and under NASAA’s Model Rule, letting you satisfy requirements for all at once.


Q: How much time can I save with multi-credential CE?

Holding two designations? You’ll cut your CE time in half. Three? Reduce it by about 66%.

Q: Does A4A handle reporting to these boards?

We make it seamless. We handle direct reporting where permitted, provide downloadable certificates, and offer easy access to your completion history.

« Back to A4A News