Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a weekly program produced by Advisors4Advisors addressing key issues affecting independent advisors, held Thursdays at 4 p.m. Eastern Time.


Members of Advisors4Advisors can replay any webinar 24/7 and receive unlimited free continuing education credit on most sessions from the CFP Board of Standards and the Investments & Wealth Institute (formerly IMCA), as well as PACE credit toward CLU® and ChFC® designations. A4A is also an IRS Continuing Education Provider to Enrolled Agents. In addition, CPAs are eligible to receive continuing professional education credit for attending live sessions but not replays.


The Financial Advisor Webinar Series began amid the near-collapse of the world financial system in October 2008 and hundreds of advisors now attend the live sessions or view replays every week. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

Date (Rating) Title
12/12/14
User rating
 
4.6 (21)
Office 365 Overview: Getting Ready To Get Set
12/05/14
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4.7 (26)
Protecting Your RIA From Cyber Threats
10/17/14
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3.7 (55)
Optimizing Social Security Claims In Retirement Income Planning
08/22/14
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4.6 (36)
How Advisors Can Encourage Good Behavior In Retirement Investors
08/01/14
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4.6 (18)
Ensure Great Execution Through SMART Goals And Key Performance Indicators
07/25/14
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4.9 (34)
LinkedIn For RIAs, Ninja-Style
07/11/14
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4.7 (41)
75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
06/27/14
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4.8 (39)
75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
06/13/14
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4.5 (13)
How To Set Up And Run An Internship Program At An RIA
06/06/14
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4.1 (20)
Making Your RIA GIPS® Compliant
05/29/14
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4.7 (38)
75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*
05/16/14
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4.2 (12)
How To Produce And Edit Your Own Video Presentations
04/11/14
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4.2 (49)
Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
03/21/14
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4.7 (23)
Manager Selection And An Update On CFA Institute Initiatives For Advisors
03/07/14
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4.2 (47)
An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
12/06/13
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4.1 (24)
A Financial Planner's Guide To Energy Investing
11/01/13
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4.5 (59)
Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
10/11/13
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4.4 (23)
What's Your RIA Worth?
06/28/13
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4.5 (15)
Qualified Plan Design Optimization & Benchmarking
06/14/13
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4.5 (16)
Getting Clear About The Cloud For Advisors
06/07/13
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4.2 (14)
Document Management Software For RIAs: Why You Need It And How To Implement It
05/17/13
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4.0 (16)
Deploying Your Own Private Cloud
04/26/13
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4.3 (19)
What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?
04/19/13
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4.4 (18)
How Advisors Can Create And Share Videos
04/12/13
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4.3 (23)
The Rising Tide Of Expectations For Financial Advisors
03/29/13
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4.5 (35)
New, Improved Methods For Optimizing Retirement Income
03/22/13
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4.5 (36)
How A Fee-Only RIA Can Advise Clients On Existing Annuities
03/15/13
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4.4 (14)
Six Steps To Building A Practice For Succession - The Next Gen Way
02/15/13
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4.6 (50)
A New Approach To Safe Retirement Withdrawal Rates
02/08/13
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4.5 (27)
Data Security For Financial Advisors

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