Products
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Fritz Meyer Live! April 15 2025
CourseThe Fed adjusted its 2025 GDP forecast downward and modestly raised its inflation outlook. Fritz Meyer examines the new Fed SEP, noting retail sales have risen six straight months, suggesting GDP strength through 2025.
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Financial Advising When “The Sky Is Falling”
CourseEarn CFP CE credit as well as CPA CPE and IAR CE, while strengthening skills in communication, emotional intelligence, and client-relationship management, ensuring you provide exceptional guidance, while meeting continuing education requirements.
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Economic Crosswinds, March 2025
CourseCFP CE on the economy and investment conditions from Fritz Meyer received 4.7-star rating monthly from advisors for over a decade. Earn one credit on this fast-paced 63-minute class and you're guaranteed to learn and pass the assessment!
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Amid Heightened Fears, Core Concepts To Remind Clients; Craig Israelsen’s Portfolio Design CE Course
CourseThis is not the first time fear shook confidence in financial economic conditions. By the end of this class, professionals are equipped with evidence-based strategies to help retirees maintain financial security and confidence in their portfolios.
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Key Variables In Retirement Portfolio Analysis, Craig Israelsen
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
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FOMO And Other Psychological Influences In Bull Markets, Frank Murtha
CourseThis IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.