CE Submission & Approval Status

CE Status
Organization Status Course ID
NASAA Approved C82149
IWI Approved 26A4AI30175
NASBA Approved
CFP Board Approved 350343

IAR, CFP, CIMA, CPA Credit

Page last updated July 27, 2026 

This one-credit class helps IARs, CFP® professionals, and CPA financial advice professionals explain July 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:

•  judge whether July's data supports steady economic expansion.

•  separate geopolitical headlines from oil's actual economic impact.

•  read real-time signals from factories, consumers, and jobs.

•  connect household wealth and demographics to resilient consumer spending.

•  explain how liquidity and U.S. advantages shape markets.

•  test whether productivity can lift future U.S. growth.

•  distinguish normal volatility from recession-driven market risk.

•  connect extraordinary earnings growth to today's stock valuations.

•  interpret normalized bond yields and the Fed's policy signals.

•  compare inflation measures and interpret long-term expectations.



Continuing Education Credit

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.

Complete the following to earn credit on a live class:

  • Presentation by Fritz Meyer
  • Three polls
  • Satisfaction survey


Who Should Attend

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

Course Details

  • Cost: Free to Advisors4Advisors members ($60/Qtr.)
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Level: Update
  • Course Delivery Method: Live
  • 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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