This course provides financial professionals with an in-depth analysis of current economic conditions, market trends, and investment strategies.
Participants explore key economic indicators, including job formation, inflation trends, consumer spending, and the impact of tariffs on GDP growth.
The course also examines stock market performance, earnings growth projections, and valuation metrics to assess investment opportunities and risks.
Additionally, fiscal policy concerns, including the federal deficit and tax policy implications, are discussed to provide insight into long-term economic stability.
By the end of the course, practitioners gain a better understanding of economic forces shaping financial markets and how to apply this knowledge to investment decision-making.
Issues asked about on the scored assessment are:
Stock market downturn and economic uncertainty. Markets react negatively to uncertainty in taxes, tariffs, and immigration. |
Impact of tariffs on U.S. economy. Tariffs increase inflation and reduce economic output and GDP growth. |
Retail sales and economic indicators. Weak retail sales and GDPNow forecast raised concerns about economic growth. |
Housing market and construction trends. Housing shortages and high mortgage rates affect construction and demand. |
Job market trends and employment data |
Consumer spending and wealth effect. Wealthier consumers drive spending due to strong household net worth. |
Stock market performance and valuations. Earnings growth expectations drive market trends despite high valuations. |
Inflation and Federal Reserve policy. Inflation has cooled, but shelter costs keep CPI slightly elevated. |
Federal deficit and national debt concerns. Growing deficits and spending trends pose long-term fiscal challenges. |
Active vs. passive investment strategies. Most active managers underperform index funds over long-term periods. |
Learning Experience
The class is organized in five sections:
Fritz Meyer, an independent economist, has taught on A4A monthly since March 2011. His monthly classes averaged a rating of 9.7 (out of 10) annually year after year. Before teaching on A4A, Fritz was senior strategist at one of the world's largest investment companies for over a decade. Since mid-2011, A4A members consistently rated Fritz Meyer’s CE/CPE presentations higher than 4.7 (out of five stars) every month. 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 how economic fundamentals change month to month and affect investment 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:
For information on administrative policies, such as refunds, cancellations and complaints, email [email protected].
This class is approved for on-demand CE and CPE credit by CFP Board. IWI, NASBA, and NASAA.
