Advisors4Advisors

CFP CPA CIMA CE Investment Outlook IAR CE, (IAR CE Course ID C80866) is approved IAR CE. This class is also approved for CFP, CIMA and CPA credit. It was submitted for NASAA review on September 18, 2025 and approved on October 8. Advisors4Advisors began providing IAR CE to members in January 2025 at no additional cost. IAR CE is free with membership, and that includes paying all the $3 per class FinPro filing fees. 

Fritz Meyer's class was intentionally scheduled to occur the day after the  FOMC meeting, just as economic data suddenly weakened in recent weeks and amid extraordinary pressure on the Fed Chair to lower lending rates.

Fritz Meyer's dispassionate data-driven analysis focuses on what's important.   

This class provides investment adviser representatives, CFPs, CPAs, and other financial planners with timely insights into Federal Reserve policy, U.S. economic growth, and stock market fundamentals. Using September 2025 data, Fritz Meyer analyzes weak job formation, construction spending, and inflation trends alongside stronger retail sales, household net worth, and GDP forecasts. 

Attendees learn how earnings estimates, valuation ratios, and record stock prices shape long-term portfolio strategy in light of global economic challenges. The session integrates charts, tables, and interactive multiple choice activities to reinforce understanding of the following learning objectives:
 

By the end of the 59-minute class, participants gain practical, research-based knowledge to strengthen economic outlooks, client communication, and portfolio decision-making. 

Now's when Fritz Meyer's nearly four decades of experience in tracking financial economic data is especially valuable.    

Fritz's classes are much like a financial lab for professionals: You don’t just absorb theory; you apply economic principles to real-time data in an interactive class. 

Just as a scientist draws conclusions by analyzing evidence, Fritz Meyer leads advisors through a rigorous examination of GDP growth, inflation, Fed policy, earnings expectations, and a slew of other data—using charts he creates expressly to analyze government and other authoritative data. Applying the same analytical framework monthly enables advisors to master a prudent financial economic discipline in managing client portfolios.

Each monthly class is structured around learning objectives (LOs) designed not just to meet CE/CPE requirements, but to help you internalize a process of critical thinking, data interpretation, and evidence-based decision making. 

For information on administrative policies, such as refunds, cancellations and complaints, email [email protected] 

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