Products
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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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Core Concepts In Financial Counseling, 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.
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Supreme Court Rejects Key SEC Enforcement Method
CourseA Supreme Court ruling against the SEC's administrative enforcement system is a game-changer. Jeffrey Plotkin, J.D., explains how it weakens SEC’s ability to impose civil penalties in-house, forcing fraud cases to federal court. Ethics IAR CE credit
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Navigating Economic Trends for Fiduciaries, On-Demand, Fritz Meyer
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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No-Landing In Sight, Fritz Meyer, October 2024
CourseSeptember’s better-than-expected job growth and ISM Services Purchasing Managers Index, amid low inflation and real wage gains mean the economy is not losing altitude. It's a no-landing outlook, a return to a Goldilocks economy.
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Soft Landing Or Slump? Fritz Meyer, Sept 2024
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.