Advisors4Advisors

Course Overview

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

Fritz Meyer's monthly classes averaged a rating of at least 9.7 out of 10 for any 12-month period since he began teaching on Advisors4Advisors in March 2011. Fritz previously was senior strategist at Invesco, one of the world's largest investment companies, for over a decade. An independent economist, Fritz has no product affiliations. His classes are solely member sponsored.

Drawing on the latest financial and economic indicators, this monthly course situates current metrics within their long-term historical context, helping advisors formulate an informed outlook based on timely, data-driven analysis of the U.S. economy and global capital markets.

Fritz balances current conditions with timeless investing principles to offer incisive analysis of Federal Reserve actions and forecasts, employment trends, consumer spending and savings, corporate earnings, and key fundamentals IARs must know.

Learning Objectives

The precise learning objectives for every class are based on the latest economic data releases and are updated the day of the live class. The following are underlying learning objectives common to Fritz Meyer’s classes on financial economics:

1. Review Performance of Main GDP Growth Drivers. Inflation, job formation, and other fundamentals are reviewed, enabling informed financial decisions based on current facts.
2. Analyze Stock Market Reaction To Recent News. Learners will feel better able to assess the impact of geopolitical events, such as Israel/Iran tensions and U.S. elections, on market performance, valuations, and volatility.
3. Know Key Facts About Federal Reserve Monetary Policy. Learners will be better educated about how to interpret Federal Reserve rate policy and grow conversant in the facts needed for making data-driven investment decisions.
4. Formulate Investment Strategies Based on Earnings Valuations on the S&P 500. Learners will be able to develop long-term investment strategies by analyzing current earnings valuations versus modern history.
5. Grow Better Able To Create A Personal Economic Growth Outlook Based on Authoritative Sources. Learners will be able to develop their own GDP growth outlook informed by the most recent consensus forecasts of leading professional economists.
6. Review Important News & Analysis In The Wall Street Journal. Poignant news and analysis, as reported in The Wall Street Journal, the largest U.S. financial news outlet, about the current financial economic situation are reviewed. A curated review of important WSJ articles keeps participants current on what’s happening in financial economics based on an authoritative source.

Continuing Education Credit

No-Test IAR, CFP, CIMA, and CPA Credit. To earn credit on live classes, CPAs must answer three unscored polls. IARs must answer at least one of the three polls, and all participants must attend for at least 50 minutes.

Learning Experience

The live event is a webinar in which Fritz delivers a 1-credit hour slide presentation.

Complete the following to earn credit on a live class:

• Presentation by Fritz Meyer
• Three polls
• Satisfaction survey

Who Should Attend

IARs, CFPs, CIMAs, CPA financial planners, CPA/PFSs, and other professionals seeking a deeper understanding of economic fundamentals driving current financial conditions.

Course Details

• Cost: Free to Advisors4Advisors members ($60/Qtr.)
• Prerequisites: None
• Advanced Preparation: None
• Course Level: Update
• Course Delivery Method: Live
• Field of Study: Economics

CE Provider Approvals

Advisors4Advisors is approved as a CE 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 is submitted for approval by NASAA.
• National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) Self-Study Provider, enabling CPA CPE credit for 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].