IAR, CFP, CIMA, & CPA Credit On Demand

Last updated February 19, 2026 

NASAA approved Products & Practice IAR CE ID C80944. Approved by CFP Board for CFP CE, IWI for CIMA CE, and by NASBA for CPA CPE. 

Every month since March 2011, independent economist Fritz Meyer has led a class for professionals. 

This month’s class marks the completion of 15 years of the course, which has long set the standard for excellence in professional education of advisors. Economic data and analysis lessons, in the order they are discussed, include:  

  • PMIs Signal Economic Expansion. Advisers interpret ISM data for client positioning
  • Jobs And Wages Support Spending. Apply labor data to retirement income planning
  • Wealth Effect Drives Consumption. Incorporate asset growth into client forecasts
  • Household Balance Sheets Remain Strong. Assess credit risks before portfolio shifts
  • Money Supply And Inflation Link. Connect policy stimulus to asset pricing
  • GDP Forecasts And Trend Growth. Compare consensus outlooks with client strategy
  • Productivity And AI Impact Profits. Evaluate AI-driven margin expansion assumptions
  • Earnings Growth Supports Valuations. Explain PEG ratios to investment committees
  • Volatility Rewards Long-Term Discipline. Counsel clients through corrections prudently
  • Deficits, Taxes And Long-Term Risks. Prepare clients for structural fiscal shifts

Fritz Meyer's classes explain emergent issues by applying fundamental financial economic concepts, guiding IARs through changing times and data.

An independent economist, Fritz has no product affiliations. His classes are solely member sponsored.  

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. 

Fritz balances current conditions with timeless investing principles to offer incisive analysis of Federal Reserve actions and forecasts, employment trends, consumer spending and savings, corporate earnings, and key fundamentals IARs must know.

The learning objectives (LOs) for every class are based on the latest economic data releases and updated the day of the live class. This is a recording of the live class, edited to remove ums and uhs, stutters, and gaps of silence. 

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. 

CE Submission & Approval Status

Organization Status Course ID
CFP Board Approved 346224
IWI / CIMA Approved 26A4AI004
NASAA Approved
C80944
NASBA Approved
Approved – Course has been fully approved
Pending Review – Submitted and awaiting review
– Not yet submitted
Not Approved – Course is not approved for CE

Credit Requirements (On-Demand)

To earn credit for this on-demand course, participants must pass a 10-question assessment quiz with a score of at least 70% and complete three ungraded review questions.


Who Should Attend

IARs, CFP® professionals, EAs, CFAs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, and other professionals seeking a deeper understanding of how economic conditions influence investment decisions and disciplined portfolio strategies.


Cost

Free to Advisors4Advisors members ($60/quarter)


CPE / CE Credit

  • Credit Hours: 1 hour

  • Field of Study: Economics

  • Course Level: Overview


Prerequisites

None


Advanced Preparation

None


Delivery Method

Group Internet-Based (Live webinar and on-demand replay)

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

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.