CE Submission & Approval Status

CE/CPE Status

Organization Status ID
NASAA Submitted C82283
IWI Approved 26A4AI30727
NASBA Approved 123362
CFP Board Pending Review 351978

IAR, CFP, CIMA, CPA Credit

Page last updated August 15, 2026 

This one-credit self-study class helps IARs, CFP® professionals, and CPA financial advice professionals explain August 2026 economic, market, and investment strategy to clients. 

The class connects geopolitical and oil risk, real-time economic indicators, household wealth and demographics, liquidity, productivity, market volatility, earnings, valuations, bond yields, Federal Reserve policy, and inflation to practical advisory conversations. 

Participants learn to distinguish durable signals from headlines, frame data and forecasts without overstating certainty, and support disciplined portfolio and planning decisions.

Learning Objectives

At this class, you learn to:

Evaluate Geopolitical Market Effects. Distinguish temporary conflict shocks from recession-driven bear markets.

Assess Current Economic Momentum. Combine business surveys, housing, autos, and retail data.

Interpret Employment Supply Constraints. Relate participation, immigration, openings, and payroll growth.

Explain Wealth-Driven Consumer Spending. Assess how accumulated assets support continued household spending.

Differentiate Monetary And Fiscal Liquidity. Contrast quantitative easing with direct fiscal transfers.

Apply Historical Equity Context. Use compounding and logarithmic charts to interpret returns.

Evaluate Earnings-Supported Valuations. Compare forward multiples with projected earnings growth.

Analyze Federal Reserve Positioning. Connect growth, inflation forecasts, rates, and yield curve.

Plan For Fiscal Adjustments. Incorporate debt, entitlements, and potential payroll-tax increases.

Communicate Market Uncertainty. Balance durable growth expectations with unforeseen economic shocks.


Continuing Education Credit

IARs as well as CFP, CIMA, CPWA, RMA, CPA, and CPA/PFS professionals must complete a brief review and answer at least 14 of 20 multiple-choice questions correctly.

Learning Experience

This one-credit-hour self-study course features Fritz Meyer’s recorded presentation and handouts of the slides containing charts and tables. Complete the content by watching the webinar replay, listening to the audio, or reading the document optimized for CE (DOCE®) transcript online or in print.

Complete the following to earn credit:

  • Read and/or watch the speaker and presentation. 

  • Complete three review exercises.

  • Score 70% or higher (in less than four attempts) on an open-book 20-question multiple-choice quiz.

  • Submit a satisfaction survey.

  • Claim your certificate.

Who Should Attend

IARs as well as CFP, CIMA, CPWA, RMA, CPA, and CPA/PFS professionals seeking a deeper understanding of economic fundamentals driving current financial conditions.

Course Details

  • Cost: $34.99 or free to Advisors4Advisors members ($59.99/Qtr.)
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Level: Update
  • Course Delivery Method: QAS Self Study
  • Field of Study: Economics

CE Provider Approvals

Advisors4Advisors is approved as a CE provider by:

  • CFP Board, which regulates CE for Certified Financial Planners.
  • North American Securities Administrators Association. NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are those of the instructor and do not necessarily reflect the views of NASAA or any of its member jurisdictions. The class is submitted for approval by NASAA.
  • National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) Self-Study Provider, enabling CPA CPE credit for live and on-demand webinars. State boards of accountancy retain final authority on course acceptance. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors at www.nasbaregistry.org.
  • Investments & Wealth Institute, enabling credit for CFP®, CIMA®, and CPWA® professionals.


For information on administrative policies, such as refunds, cancellations, and complaints, email [email protected].

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