Advisors4Advisors

Amid the Hormuz Strait crisis, Fritz Meyer's LIVE IAR CE class this month analyzes the financial economic situation by drawing on over four decades of experience as an investment professional. 

The Hormuz Strait crisis is contextualized by examining previous oil shocks, including the 1973–1974 Arab Oil Embargo, 1979–1980 Iranian Revolution,  1990–1991 Gulf War, and 2007–2008 Global Commodity Price Spike.

Fritz Meyer's monthly classes averaged a rating of at least 9.7 (out of 10) for any 12-month period since he began teaching on Advisors4Advisors in March 2011.  Fritz previously was senior strategist at Invesco, one of the world's largest investment companies for over a decade.  An independent economist, Fritz has no product affiliations. His classes are solely member sponsored. 

Drawing on the latest financial and economic indicators, this monthly course situates current metrics within their long-term historical context, helping advisors formulate an informed outlook based on timely, data-driven analysis of U.S. economy and global capital markets at a turbulent moment in history.

With American exceptionalism framing his point of view, Fritz applies timeless investing principles to current conditions to offer incisive analysis of Federal Reserve actions and forecasts, employment trends, consumer spending and savings, corporate earnings, and other key fundamentals IARs must know. 

Emergent issues are explained by fundamental metrics, guiding IARs through changing times and data sets. Concepts for formulating an investment outlook are explained based on the latest economic releases. 

The precise learning objectives (LOs) for every class change up until the day of the live class, depending on the latest news and data releases. Underlying LOs common driving the lessons common to all Fritz Meyer’s classes on financial economics:  

LO 1.   Review Performance of Main GDP Growth Drivers. Inflation, job formation, and other fundamentals are reviewed, enabling informed financial decisions based on current facts. 

LO 2. Analyze Stock Market Reaction To Recent News.  Learners will feel better able to assess the impact of geopolitical events (e.g., Israel/Iran tensions and U.S. elections) on market performance, valuations, and volatility. 

LO 3. Know Key Facts About Federal Reserve Monetary Policy. Learners will be better educated about how to interpret Federal Reserve's rate policy and grow conversant in the facts needed for making data-driven investment decisions. 

LO 4. Formulate Investment Strategies Based on Earnings Valuations on S&P 500. Learners will be able to develop long-term investment strategies by analyzing current earnings valuations versus modern history.   

LO 5.  Grow Better Able To Create A Personal Economic Growth Outlook Based on Authoritative Sources. Learners will be able to develop their own GDP growth outlook informed by the most recent consensus forecasts of leading professional economists. 

LO6. Review Important News & Analysis In Wall Street Journal (WSJ). Poignant news and analysis, as reported in WSJ, the largest U.S. financial news outlet, about the current financial economic situation, are reviewed. A curated review of important WSJ articles keeps participants current on what’s happening in financial economics based on an authoritative source. 

No-Test IAR, CFP, CIMA, and CPA Credit.  To earn credit on live classes, CPAs must answer three unscored polls. IARs must answer at least one of the three polls, and all participants must attend for at least 50 minutes..          

Learning Experience  
The live event is a webinar in which Fritz delivers a 1-credit-hour slide presentation. To earn credit on a live class, complete the:

Instructions

Presentation by Fritz Meyer    

Three polls

Satisfaction survey  

Who Should Attend:
 IARs, CFPs, CFAs, CIMAs, CPA financial planners, CPA/PFSs, and other professionals seeking a deeper understanding of economic fundamentals driving current financial conditions.

Cost:
Free to Advisors4Advisors members ($60/Qtr.)

Prerequisites: None
Advanced Preparation: None
Course Level: Update
   Course Delivery Method: Live
   Field of study: Economics 
   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 NASAA.  

National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) Self-Study Provider, enabling CPA CPE credit 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].