U.S. Market Outlook: Best IAR CE 2025 Economic Update

Decode the Fed, inflation, and markets to sharpen your portfolio strategy.

This class is approved for CFP, CIMA, CPA, and IAR credit. Submitted for approval to NASAA August 19, approved and assigned course ID Sept. 23, it should be in FinPro accounts in late September.     

This course provides financial professionals with an evidence-based update on U.S. economic conditions and stock market trends as of August 2025. Fritz Meyer analyzes key indicators including PMI data, employment trends, consumer spending, GDP forecasts, and inflation, offering insight into how these data points impact client portfolios. The course emphasizes long-term growth patterns, the wealth effect from baby boomers, and

the role of earnings expectations in supporting high equity valuations. It also explores American exceptionalism, U.S. vs. international equity performance, and the implications of federal debt and deficits. Designed for CFP, CPA, CFA, CIMA, and IAR CE and CPE credit, this course helps professionals better understand today’s financial landscape and communicate it effectively to clients.

Learning Objectives

  • Track weakening economic indicators like PMI and jobs data. Retail sales and GDP forecasts offset construction and job concerns.
  • Assess the strength of consumer spending via real wage gains. Average earnings exceed inflation despite slowing job growth.
  • Recognize how demographics fuel the wealth effect today. Boomer wealth sustains consumer demand and economic growth.
  • Use credit ratios to evaluate household financial health. Low debt-service burdens show balance sheets remain strong
  • Interpret GDP forecasts from major public and private sources. Atlanta Fed sees stronger growth than private forecasters.
  • Use long-term GDP trends to explain stable U.S. growth. Productivity gains and labor force growth drive forecasts.
  • Gauge stock market resilience through S&P 500 history. Strong breadth and Mag 7 rebound support optimism.
  • Explain why U.S. equities outperform international markets. American exceptionalism reflects innovation and demographics.
  • Apply earnings trends to justify high equity valuations. Rising forecasts explain market pricing and PE ratios.
  • Understand fiscal challenges from rising U.S. debt levels. Tax hikes may be needed, but impact appears manageable. 

The Class Assessment
Earning credit on a replay of a webinar requires passing a scored assessment with a grade of 70% or more.  To make it easier to pass the assessment, review the learning objectives (LOs) above. You will be asked one question about each LO in the scored assessment.

Learning Experience  
Complete the five sections on the left side menu of every course to earn earn :

  1. Instructions
  2.  56-minute video by Fritz Meyer    
  3.  Engagement Exercise
  4.  Scored assessment
  5.  Satisfaction survey  


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: On-demand webinar replay
Field of study: Economics 
Advisors4Advisors is approved as a professional 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 CPE 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.  
  • 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]

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