Advisors4Advisors

This one-credit course helps IARs, CFP®, CIMA®, and CPA financial professionals explain the May 2026 conditions in the economy, markets, and investment strategy to clients. 

The class connects geopolitical risk, oil prices, recession concerns, PMIs, jobs data, inflation, Fed policy, fiscal spending, earnings, and valuations to everyday advisory conversations. 

Participants learn how to distinguish durable fundamental signals from headlines, so clients receive context rather than fear-driven reactions. 

The class emphasizes fiduciary communication, showing advisers how to frame opinions, data, and forecasts without overstating certainty or making guarantees. 

By the end, professionals can use economic and market evidence to support rebalancing, risk tolerance reviews, retirement spending discussions, and disciplined client decision-making including how to:

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.

Continuing Education Credit

No-Test IAR, CFP, CIMA, and CPA Credit. To earn education credit on webinars and self-study reading, CPAs and IARs must score at least 70% on a 10-question quiz and complete three brief interactive engagement exercises. Webinars must be watched for at least 50 minutes. Reading lessons takes about half that time.

Learning Experience

A web page with a menu on the left guides you step-by-step through successful completion:

• Instructions
• Watch and/or read 
• 3 exercises
• 10-question quiz 
• Satisfaction survey

Reading 

Reading assignments are delivered in documents optimized for continuing education (DOCEs®). Since many advisers process information faster through reading, CE is delivered in:

• Structured learning objectives   
• Searchable documents
• Charts and graphics
• Subheads and summaries
• Highlighted source material
• Concise written analysis

Reading often is a preferred medium for learning than webinars because you control the pace and can stop to think, which you cannot do on a live webinar.

The average college-educated professional is likely to find documents DOCEs a fast way to get IAR CE credits, about twice as fast as watching a webinar. 

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: Intermediate/Update
• Course Delivery Method: Self-study
• 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 CIMA® and CPWA® professionals.

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