Advisors4Advisors

To earn IAR CE credit from Fritz Meyer’s webinars, take A4A's self-study version, as webinars only qualify for CFP Board and IWI credit. To earn IAR CE credit, download and read the transcript, charts, tables, and slides, then score at least 70% on a 20-question assessment. While this extra step offers a deeper learning experience than watching a webinar, it also earns 1.5 IAR CE credits compared to 1 credit for attending a webinar. Three business days after each monthly live webinar, A4A will post the IAR CE self-study materials and assessment, though the November class may be delayed.

Delivering Fritz Meyer's financial economics class as NASAA-compliant self-study provides a deeper learning experience, allowing you to absorb information at your own pace through text-based materials rather than the instructor's pace in a live webinar. NASAA does not grant IAR CE credit for merely watching webinars, unlike the CFP Board, NASBA, and IWI. Instead, it requires attendees to participate in an engagement activity, such as a poll, and pass a scored assessment with at least 70% to earn 1.5 credits compared to 1 credit for webinars. This approach makes sense, as Fritz Meyer's detailed charts, tables, and slides are best understood through careful reading on printed pages or digital devices with interactive features, enabling richer learning through a mix of media.

No, IAR CE credit cannot be applied retroactively to live or on-demand classes you’ve already attended, nor can credits be earned on demand. For example, if you attended Fritz Meyer’s class on October 23, 2024, you would not be eligible for IAR CE credit. Only classes reviewed and approved by NASAA are eligible for credit.

To earn IAR CE credit, first update your A4A Profile to include your Central Registration Depository (CRD) number, making you eligible for a Self-Study Course Completion Certificate by completing required exercises and scoring at least 70% on the assessment. A4A submits course completion records to the FINRA-maintained CRD system within 30 days, covering NASAA’s $3 recordkeeping fee per credit. For live classes, simply attend and participate in an unscored exercise, such as a poll, to earn credit—no assessment required. For self-study, read the transcript or article, complete an unscored exercise, and score at least 70% on the assessment, as watching the webinar recording alone does not qualify for credit. If you fail to achieve 70% after three assessment attempts, you must re-register and complete the course again, including all exercises and assessments.

Unlike CE/CPE for CFPs and CPAs, earning IAR CE credit requires passing an exam after attending a webinar and meeting NASAA's other requirements. A4A must write 15 questions for a 10-question multiple choice exam, enable you to securely submit your answers, score your answers and assign you a grade, and uploads successful completion data after each class to FINRA’s CRD database. NASAA charges A4A $3 to upload a record showing how many credits you've earned. A4A membership covers CFP, CIMA, and CPA credit and you get a discount on the cost of IAR CE.