Economic Trends and Strategic Investing 2025 for Investment Advisers and Financial Planners
Stay ahead in 2025 with our dynamic course, Economic Trends and Strategic Investing 2025 for Investment Advisers and Financial Planners. This class delivers cutting-edge insights to help you navigate the evolving economic landscape and refine client strategies with confidence. Perfect for Investment Adviser Representatives, CFPs, and CPA financial planners, this course equips you with the tools to turn key economic data into actionable advice.
Here’s what you’ll learn:
Boost in Worker Productivity: Learn how surging U.S. worker productivity—exceeding 2% annually—is fueling GDP growth, corporate earnings, and client portfolio opportunities without inflationary risks.
Retail Sales Surge: Explore the resilience of consumer spending and how robust retail sales bolster GDP and market optimism—essential knowledge for identifying growth sectors.
Uptick in Job Formation: Discover the impact of strong job growth, including November’s 227,000 new jobs, on wages, consumer confidence, and economic expansion.
Rise in Household Net Worth: Understand how gains in household wealth, driven by stock and real estate markets, are shaping consumer behavior and investment potential.
Permits Signal Housing Rebound: Analyze trends in residential building permits and what they mean for future construction growth and economic cycles.
Inflation Moderation Signals Stability: Gain insight into stabilizing core inflation and its implications for Federal Reserve policy and long-term investment strategies.
This fast-paced, 51-minute session combines expert analysis, actionable takeaways, and real-world applications from an independent economist who has taught on Advisors4Advisors monthly since April 2011. Every month for over a decade, advisors rate Fritz Meyer's classes more than 4.7 out of five stars. Don’t miss this opportunity to sharpen your skills, enhance client outcomes, and position yourself as a forward-thinking financial professional.
Register now to lead your clients through 2025 with strategic foresight and confidence!
Who Should Attend:
CFPs, EAs, CFAs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, CFPs
Cost:
Free to Advisors4Advisors members ($60/Qtr.)
Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: On-demand webinar replay
Field of study: Economics
Approved for Product & Practice IAR CE by NASAA
Advisors4Advisors is approved as an education 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 was 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].