Instructor(s)

Fritz Meyer

Class Overview

  • Tariff CPA CPE and CFP, CIMA and IAR CE.
  • Timely comprehensive analysis of current U.S. economic and financial conditions from Fritz Meyer, an independent economics instructor rated by professionals 4.7 stars out of five monthly for over a decade.  


Approved for one credit on-demand for CFP, CIMA, and CPA professionals, this class has been submitted for IAR CE. 

The class consists of a 60-minute webinar followed by an assessment, which you're guaranteed to pass if you pay attention to the instructor, who has a long history of being clear, concise, easy to listen to and  wise.

In the scored assessment, you will be asked one question about each of the following: 

  • April data show mixed signals on economic strength. Tariffs triggered a sell-off, but jobs and housing surged.
  • Manufacturing and services PMIs show signs of stagnation. Both indexes hover around contraction thresholds.
  • Housing and construction data remain historically strong. Starts, employment, and spending all hit record highs.
  • Labor market indicators show continued strength. Job gains, low unemployment, and real wage growth persist.
  • Wealth effects and demographics drive consumer spending.  Boomers’ financial health supports economic resilience.
  • Household balance sheets remain healthy and supportive. Low debt service ratios and strong credit profiles dominate.
  • Forecasts for GDP diverge widely across institutions. Predictions range from contraction to strong growth.
  • Stock market pullback isn't yet a bear market. Losses driven by mega-cap declines, not broad weakness.
  • Long-term stock returns remain earnings-driven. Despite volatility, earnings and valuation trends matter most.
  • Active managers still lag long-term benchmarks. SPIVA data reaffirms passive strategy superiority.


Learning Experience  
A left-side menu of a browser shows the following five steps you must complete to earn CFP, CIMA, or IAR CE and CPA CPE credit:

  1.  Instructions
  2.  60-minute video by Fritz Meyer    
  3.  Engagement Exercise
  4.  Scored assessment
  5.  Satisfaction survey  


Fritz Meyer, an independent economist, has taught on A4A monthly since March 2011.  He previously was senior strategist at one of the world's largest investment companies for over a decade.  Fritz Meyer’s CE/CPE presentations averaged a 4.7-star rating (out of five) monthly annually in every 12 month period since 2011. He has no product affiliations, and his classes are solely member-sponsored CE/CPE.

Who Should Attend:
IA Reps, CFPs, EAs, CFAs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, and other professionals who seek a deeper understanding of diversified portfolio strategies.

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

Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: On-demand webinar replay
Field of study: Economics 
Advisors4Advisors is approved as a professional education 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].