Products
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LIVE Sept. 22, 2026 | IAR CE: Use AI to Clean Spreadsheets and Build Dashboards
CourseLive, hands-on workshop with Craig Turner on how to use AI to clean spreadsheets with data defects and how to build dashboards.
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LIVE Oct. 13, 2026 | Strategic Investing IAR CE: Monthly Economic Update
CourseJoin Fritz Meyer live October 13, 2026, 4–5 p.m. Eastern, for his monthly economic and market update for financial advisors. Products and Practice. CE/CPE credit is not guaranteed.
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LIVE Oct. 22, 2026 | IAR CE: Professional Responsibility, Investor Education and AI Search Engines
CourseHow to write text optimized to educate financial consumers using AI search engines and answer engine optimization (AEO).
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LIVE Nov. 17, 2026 | Strategic Investing IAR CE: Monthly Economic Update
CourseJoin Fritz Meyer live November 17, 2026, 4–5 p.m. Eastern, for his monthly economic and market update for financial advisors. Products and Practice. CE/CPE credit is not guaranteed.
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When Clients Don’t Implement Sound Financial Advice | Ethics IAR CE
CourseWatch a 50-minute webinar replay or read a transcript optimized for CE for 1 CPE credit hour.
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2027 Investing Webinar/PDF for IAR CE; CFP CE, CPA CPE
CourseA 50-minute self-study replay or podcast, and a PDF optimized for CE of Fritz Meyer’s September 15, 2026 session on economic momentum, inflation, valuations, AI risk and bond yields.