CFP CE, CIMA CE & CPA CPE On Demand

A Sunny 2026 Earnings Forecast

Approved for CFP, CIMA, CPA credit.
Submitted for IAR CE Nov. 18.

Financial professionals get a data-driven economic update in this monthly course focused on how key indicators can guide portfolio strategy strategy. 

Drawing on the latest financial and economic indicators, this class places current metrics in a long-term historical context, helping advisors formulate an informed outlook based on timely, data-driven analysis of U.S. economic and global capital markets.

Through a structured review of the latest data on service sector strength, housing, retail sales, jobs, the wealth effect, and household debt metrics, instructor Fritz Meyer highlights key trends shaping consumer behavior and market expectations. 

At this class, you learn to interpret today's high stock valuations in the context of 2026 earnings expectations and how: 

Economic data guides practice decisions. Advisors interpret data to adjust client strategies.

Services strength signals spending trends. Professionals assess demand shifts affecting portfolios.

Housing slows but stays stable. Advisors gauge construction trends for economic insight.

Retail sales show consumer resilience. Use spending data to anticipate market behavior.

Labor market remains tight. Employment trends inform planning and risk discussions.

Wealth effect drives spending. Rising assets influence client behavior and planning.

Household debt levels remain healthy. Debt metrics guide advisor risk assessments today.

GDP growth trends stay stable. Long‑term growth expectations shape investment outlook.

Market breadth supports equities. Understanding breadth helps advisors manage allocations.

Earnings forecasts drive valuations. Forward earnings guide valuation and portfolio positioning.

By the end of the class, participants gain practical, research-based knowledge to strengthen economic outlooks, client communication, and portfolio decision-making. 

Now's when Fritz Meyer's nearly four decades of experience in tracking financial economic data is especially valuable.    

Participants gain actionable insights into interpreting key indicators such as the PCE deflator, yield curve, and equity risk premium. The course equips advisers with timely context to support client communications and investment decision-making.

Fritz Meyer, an independent economist, has taught on Advisors4Advisors monthly since March 2011. His classes averaged a rating of 9.7 (out of 10) for any 12 month period year after year. Fritz previously was senior strategist at one of the world's largest investment companies for over a decade.  He has no product affiliations, and his classes are solely member-sponsored.


Who Should Attend:

CFPs, EAs, CFAs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, and other professionals who seek a deeper understanding of the economy’s influence on investment decisions and creation of informed, disciplined portfolio strategies.

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

Class curriculum

  1. Instructions

  2. Class Content

  3. Review Exercise

  4. Assessment

  5. Feedback

About this class

  • $49.99
  • 1 hour of video content

Instructor

Fritz Meyer