Stay ahead with Fritz Meyer’s July 2025 CE class

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

Approved for 1 credit by CFP Board, IWI, and NASBA. This class was submitted to NASAA on July 15, 2025  and does not appear in your FinPro account for five weeks.  

Gain timely insights into the July 2025 economic outlook in this CE course for IARs, CFPs, CPAs, CIMAs, and other financial professionals. 

Explore the impact of the One Big Beautiful Bill Act on fiscal policy, evolving GDP and inflation forecasts, and why consumer spending and labor markets remain surprisingly strong.  Analyze how these trends affect stock valuations, corporate earnings projections, and long-term growth.

This session equips you to better understand macroeconomic conditions, adjust portfolio strategies, and communicate clearly with clients. Earn CE credit while staying current on Fed policy, market risks, and opportunities in stocks and bonds.

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

Learning Objectives

  • Understand the impact of the One Big Beautiful Bill Act. See how it drives higher deficits over coming decade.
  • Review Wall Street Journal economist GDP forecasts. Economists turned more optimistic despite earlier tariff fears.
  • Assess inflation progress using PCE and CPI measures. Fed largely completed mission to control price increases.
  • Analyze housing and construction market dynamics. Strong demand persists despite affordability and starts drop.
  • Examine labor market data and job formation trends. Job growth continues supporting healthy consumer spending.
  • Recognize consumer wealth and demographic spending power. Boomers drive half of US wealth and resilient spending.
  • Evaluate household debt and credit conditions. Americans' debt remains manageable relative to incomes.
  • Explore productivity growth and long-term GDP outlook. US likely to outpace Europe, reinforcing exceptionalism theme.
  • Interpret stock market highs and earnings forecasts. Rising estimates support valuations despite elevated P/E ratios.
  • Discuss rising debt, Social Security and tax future. US will likely raise taxes to sustain entitlements long term.

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