Advisors4Advisors

Submitted for NASAA IAR CE.   Approved by CFP Board for CFP CE, IWI for CIMA CE, and by NASBA for CPA CPE. 

Fritz Meyer’s classes explain emergent issues by applying fundamental financial economic concepts, guiding IARs through changing settings and data sets. This reinforces concepts IARs must understand to formulate an investment outlook based on the latest economic releases. 

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

Drawing on the latest financial and economic indicators, this 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 precise learning objectives (LOs) for every class are based on the latest economic data releases and are updated the day of the live class.  H are ere underlying LOs common driving the lessons common to all Fritz Meyer’s classes on financial economics:  

LO 1.   Review Performance of Main GDP Growth Drivers. Inflation, job formation, and other fundamentals are reviewed, enabling informed financial decisions based on current facts. 

LO 2. Analyze Stock Market Reaction To Recent News.  Learners will feel better able to assess the impact of geopolitical events (e.g., Israel/Iran tensions and U.S. elections) on market performance, valuations, and volatility. 

LO 3. Know Key Facts About Federal Reserve Monetary Policy. Learners will be better educated about how to interpret Federal Reserve's rate policy and grow conversant in the facts needed for making data-driven investment decisions. 

LO 4. Formulate Investment Strategies Based on Earnings Valuations on S&P 500. Learners will be able to develop long-term investment strategies by analyzing current earnings valuations versus modern history.   

LO 5.  Grow Better Able To Create A Personal Economic Growth Outlook Based on Authoritative Sources. Learners will be able to develop their own GDP growth outlook informed by the most recent consensus forecasts of leading professional economists. 

LO6. Review Important News & Analysis In Wall Street Journal (WSJ). Poignant news and analysis, as reported in WSJ, the largest U.S. financial news outlet, about the current financial economic situation, are reviewed. A curated review of important WSJ articles keeps participants current on what’s happening in financial economics based on an authoritative source.