- CFP CE CIMA CE & IAR and CPA CPE about tariffs
- Timely comprehensive analysis of current U.S. economic and market conditions from an independent economist who advisors call "a national treasure."
Learning objectives:
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April data show mixed signals on economic strength. Tariffs triggered a sell-off, but jobs and housing surged.
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Manufacturing and services PMIs show signs of stagnation. Both indexes hover around contraction thresholds.
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Housing and construction data remain historically strong. Starts, employment, and spending all hit record highs.
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Labor market indicators show continued strength. Job gains, low unemployment, and real wage growth persist.
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Wealth effects and demographics drive consumer spending. Boomers’ financial health supports economic resilience.
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Household balance sheets remain healthy and supportive. Low debt service ratios and strong credit profiles dominate.
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Forecasts for GDP diverge widely across institutions. Predictions range from contraction to strong growth.
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Stock market pullback isn't yet a bear market. Losses driven by mega-cap declines, not broad weakness.
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Long-term stock returns remain earnings-driven. Despite volatility, earnings and valuation trends matter most.
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Active managers still lag long-term benchmarks. SPIVA data reaffirms passive strategy superiority.
Earning free IAR credit requires you passing a scored assessment with a grade of 70% or more. A link to the assessment will be distributed during the live class on April 15, 2025.
Please review the learning objectives (LOs) above. You will be asked one question about each LO in the scored assessment after the live class.
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Learning Experience
Complete the five sections on the left side menu of every course to earn earn :
- Instructions
- 62-minute video by Fritz Meyer
- Engagement Exercise
- Scored assessment
- 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: Live internet, and on-demand webinar replay
Field of study: Economics
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 NASAA.
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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].
This class will be submitted to CFP Board, IWI, NASBA and NASAA for one credit of CE and CPE.
