Products
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Fritz Meyer Economic Update, April 2025
CourseTariff CPA CPE, CFP CE, CIMA CE, and IAR CE, explaining economic data and financial outlook changes caused by tariffs imposed through mid-April 2025. Timely, comprehensive analysis of current U.S. economic and financial markets from Fritz Meyer
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Maximum Retirement Portfolio Withdrawal Rate Planning
CourseIf the 4% "safe" retirement portfolio withdrawal rate is gospel to you, here's a high-quality IAR CE analyzing 25-year retirement scenarios and portfolio longevity, delivering data-backed insights for optimizing diversified, low-expense portfolios.
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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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Fritz Meyer Economic Update, February 2025
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.