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 of CE credit towards the CIMA® and CPWA® certifications (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
12/04/09
User rating
 
4.4 (71)
Secure Hardware For Advisors
11/20/09
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4.2 (74)
Privacy Law, Data Security And Financial Advisors
11/19/09
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4.0 (40)
Roadmap To Independence
11/13/09
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4.0 (85)
Going Paperless 2.0
11/06/09
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3.9 (101)
Embedding Processes In Your CRM
10/30/09
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4.5 (142)
2010 Compliance Planning For RIAs
10/23/09
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4.3 (82)
Using Client Feedback To Drive Referrals
10/16/09
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4.5 (89)
2010 Business Planning
10/14/09
User rating
 
4.5 (4)
Compliance, Operations, And Marketing For Advisors Going Independent
10/09/09
User rating
 
4.5 (110)
One Year After The Global Financial Crisis
10/02/09
User rating
 
5.0 (1)
A New Model For Life Planning
09/25/09
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5.0 (2)
Researching Your Prospects On The Web
09/18/09
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0.0 (0)
Regulatory Reform: Will You Be A Fiduciary?
09/11/09
User rating
 
0.0 (0)
Navigating The Maze Of Exchange-Traded Products
08/28/09
User rating
 
0.0 (0)
Advisor Self-Care: A Primer And Check-up
08/21/09
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0.0 (0)
Aligning Service Levels With Your Client Base
08/14/09
User rating
 
0.0 (0)
Serving Middle Income Clients
08/07/09
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5.0 (1)
Actively Managing An ETF Portfolio
07/31/09
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0.0 (0)
Leveraging Technology In Your Firm
07/24/09
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0.0 (0)
Best Sites For Financial Advisor Research
07/17/09
User rating
 
4.6 (288)
Preparing For The Worst: Managing Your Clients In A Bear Market
07/10/09
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0.0 (0)
Crucial Financial Conversations With Clients
06/26/09
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0.0 (0)
What To Tell Investors Now: Speaking With Clients And Prospects About The Bear Market
06/19/09
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0.0 (0)
Mission Possible: The Link Between Operational Efficiency And Human Capital
06/12/09
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0.0 (0)
Restoring Investor Confidence
06/05/09
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0.0 (0)
Advisors Using Social Networking Successfully
05/29/09
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0.0 (0)
Advanced Marketing For Advisors
05/22/09
User rating
 
4.4 (118)
Life Planning And The Financial Crisis
05/15/09
User rating
 
4.1 (82)
Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
05/08/09
User rating
 
4.1 (103)
Twitter For Advisors

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