Advisors4Advisors

Updated August 30, 2026 

This two-credit reading-based class was originally delivered on August 12, 2026 as a live 64-minute live webinar.  Optimizing the content of the live event in a readable format for educating financial professionals doubles its credit value to IARs and CPAs! 

Documents optimized for continuing education of professionals are a new variant on self=study CE and CPE, and twice as efficient as live events. 

This class heralds the debut of a new series of two-credit Fritz Meyer reading based CE quarterly.

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

Approval of a live one-credit class for two credits in a self-study format is unprecedented, which delayed NASAA approval and release of certificates proving attendance. We apologize for the delay.  

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:

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].