Products
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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.
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2025 Outlook, Webinar On-Demand, CFP, IAR, CPA CE/CPE
CourseThis CFP, IAR CE, CPA CPE webinar incisively reviews economic and market trends to inform investment strategy. Fritz Meyer covers inflation, Federal Reserve policy, consumer spending, GDP growth drivers, stock market earnings and valuation trends.
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A Financial Counseling Approach To Working With Couples, 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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1.5 IAR CE, Post-Election Outlook, Fritz Meyer, November 2024
CourseHas the latest economic data continued to support the outlook for a no-landing, Goldilocks economy in the year ahead? What does the outlook mean for investors in stocks and bonds? What are the latest figures on 20-plus fundamentals?
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Sharing Investment Insights with 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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A4A Membership
BundleCFP, CIMA, and IAR CE & CPA CPE. CFP Board, IWI, NASBA, and NASAA approved provider. Live and on-demand webinars by Fritz Meyer, Craig Israelsen, and Frank Murtha, and other thought-leaders