IAR, CFP, CIMA, CFA & CPA Credit On-Demand

The Hormuz Strait crisis is contextualized by examining previous oil shocks, including the 1973–1974 Arab Oil Embargo, 1979–1980 Iranian Revolution,  1990–1991 Gulf War, and 2007–2008 Global Commodity Price Spike. 

This monthly course is in its 16th year and provides financial professionals with a structured framework for interpreting economic data and applying it to investment advice.

Participants examine how oil prices, inflation, and GDP trends influence financial markets and portfolio positioning. 

The class highlights the role of consumer strength, the wealth effect, and liquidity in sustaining the economic expansion. 

Special emphasis is placed on earnings growth expectations as the primary driver of equity market valuations. 

Advisers will strengthen their ability to translate macroeconomic developments into clear, client-ready investment insights. 

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 one of the world's largest investment companies for over a decade.  He managed mutual funds and separate accounts and was Invesco's spokesman to advisers and the consumer financial press. 

An independent economist for the past 16 years, Fritz has no product affiliations. His classes are solely member sponsored. 

Drawing on the latest financial and economic indicators, current metrics are explained within their long-term historical context, helping advisors formulate an outlook based on timely, data-driven analysis of the U.S. economy and global capital markets at a turbulent moment in history.

With American exceptionalism framing his point of view, Fritz applies timeless investing principles to current conditions to offer incisive analysis of Federal Reserve actions and forecasts, employment trends, consumer spending and savings, corporate earnings, and other key fundamentals IARs need to know. 

Emergent issues are explained by fundamental metrics, guiding IARs through changing data sets. Concepts for formulating an investment outlook are explained based on the latest economic releases. 

This month's class enables advisers to:  

Assess how $100 oil influences inflation, growth, and portfolio risk positioning. Energy shocks affect inflation expectations and asset allocation decisions.

Evaluate weak GDP data alongside strong economic indicators for balanced outlook. Mixed signals require probabilistic investment positioning.

Interpret why wars rarely drive long-term equity declines compared to recessions. Recession risk matters more for portfolios.

Analyze economic resilience to oil shocks when forming forward-looking investment views. Structural changes reduce historical oil sensitivity.

Apply labor market and consumer data to assess economic strength and spending trends. Strong consumers support earnings and markets.

Explain the wealth effect and its impact on consumption and asset prices. Asset gains drive incremental spending behavior.

Evaluate household balance sheet strength when assessing downside economic risks. Debt ratios indicate continued consumer resilience.

Incorporate money supply expansion into views on inflation and asset valuation. Liquidity supports both growth and asset prices.

Assess GDP forecasts using productivity and labor force growth assumptions. Growth expectations guide long-term allocation decisions.

Analyze earnings growth expectations as primary driver of equity valuations. Earnings forecasts anchor market outlook.

 

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..       

CE Submission & Approval Status

Organization Status Course ID
CFP Board Pending Review
 348793
IWI / CIMA Pending Review
 26A4AI011
NASAA Pending Review
NASBA Approved
Approved – Course has been fully approved
Pending Review – Submitted and awaiting review
To Be Submitted – Not yet submitted
Not Approved – Course is not approved for CE

Credit Requirements (On-Demand)

To earn credit for this on-demand course, participants must pass a 10-question assessment quiz with a score of at least 70% and complete three ungraded review questions.

Who Should Attend

IARs, CFP® professionals, EAs, CFAs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, and other professionals seeking a deeper understanding of how economic conditions influence investment decisions and disciplined portfolio strategies.

Cost

Free to Advisors4Advisors members ($60/quarter)

CPE / CE Credit

  • Credit Hours: 1 hour

  • Field of Study: Economics

  • Course Level: Overview

Prerequisites

None

Advanced Preparation

None

Delivery Method

51-minute on-demand webinar replay 

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

Fritz Meyer, an independent economist, has taught on Advisors4Advisors monthly since March 2011. His classes averaged a rating of 9.7 (out of 10) for any 12 month period year after year. Fritz previously was senior strategist at one of the world's largest investment companies for over a decade. He has no product affiliations, and his classes are solely member-sponsored.