Products
-
Fritz Meyer Financial Economic Update On-Demand CE - June 2025
CourseOn-demand IAR CE, CFP CE, CIMA CE, and CPA CPE recorded June 20,2025
-
Free Business Building Giveaway for Advisor Clients On Self-Directed IRAs
Digital downloadDownload a PDF you can brand and give to clients -- a guide for clients and prospects about how to diversify into alternatives and private deals using Federally tax-qualified assets.
-
Ethics IAR CE On Self-Directed IRAs On-Demand
Course5.0 average rating (1 review)IAR CE training in the knowledge to guide clients ethically on self-directed IRA alternative investments — a fraud-ridden, highly technical specialty where IAR CE adds huge value to clients.
-
.png)
Tariff Truce, Fritz Meyer, CFP CE, IAR CE, CPA CPE
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
-
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.
-
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.