Advisors4Advisors

No test required to earn CFP CE, CIMA CE, or CPA CPE credit. The class was submitted to NASAA for IAR CE on October 21, and approval takes up to 30 calendar days.   

This fast-paced update equips advisors with a practical playbook for today’s mixed macro signals. 

You’ll learn how to interpret soft versus hard data, translate construction and retail trends, and reconcile weak job formation with still‑low unemployment. 

Independent economist Fritz Meyer shows why Boomer wealth and top‑decile spending underpin consumption, while household balance sheets remain broadly healthy. 

You’ll connect abundant liquidity to asset price strength and tie 2026 earnings estimates, market breadth, and valuations to client recommendations. 

Finally, you’ll align portfolios with the Fed’s path, a dis‑inverting curve, and anchored inflation expectations to keep client plans on track. At this class, you will learn to: 

Fitz Meyer's classes provide comprehensive analysis of current conditions in the economy and financial markets. 

The interactive class is like a financial lab for professionals. You don’t just learn a theoretical framework, you learn to apply economic principles to real-time data to formulate your investment strategy.

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 fundamental economic factors from authoritative sources.  

Applying an analytical framework monthly enables advisors to master a prudent financial economic discipline for managing client portfolios and to stay focused always on evidence, to reduce the influence of emotion and noise from social media and other outlets. 

Class are structured around learning objectives (LOs) designed to meet CE/CPE requirements and help you internalize a process of critical thinking, data interpretation, and evidence-based decision-making. 

Here are LOs underlying all Fritz Meyer’s long-running course:  

LO 1.   Review Performance of Main GDP Growth Drivers. Inflation, job formation, and other fundamentals are reviewed, enabling informed financial decisions based on current facts. 

LO 2. Analyze Stock Market Reaction To Recent News.  Learners will feel better able to assess the impact of geopolitical events (e.g., Israel/Iran tensions and U.S. elections) on market performance, valuations, and volatility. 

LO 3. Know Key Facts About Federal Reserve Monetary Policy. Learners will be better educated about how to interpret Federal Reserve's rate policy and grow conversant in the facts needed for making data-driven investment decisions. 

LO 4. Formulate Investment Strategies Based on Earnings Valuations on S&P 500. Learners will be able to develop long-term investment strategies by analyzing current earnings valuations versus modern history.   

LO 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. 

LO6. Review Important News & Analysis In Wall Street Journal (WSJ). Poignant news and analysis, as reported in WSJ, 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.

Participants gain actionable insights into interpreting key indicators such as the PCE deflator, yield curve, and equity risk premium. The course equips advisers with timely context to support client communications and investment decision-making.

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.

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 U.S. economy and global capital markets.

Fritz has a knack for balancing 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. 

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.

To earn credit on live classes, CPAs must answer three unscored polls.        

Who Should Attend:
CFPs, EAs, CFAs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, and other professionals who seek a deeper understanding of the economy’s influence on investment decisions and creation of informed, disciplined portfolio strategies.

Cost:
Free to Advisors4Advisors members ($60/Qtr).

CPE Credit:
1 hour, Economics field of study

Prerequisites: None

Advanced Preparation: None

Course Level: Update

Delivery Method: Group Internet-Based

Learning Experience  
This live class is organized into five sections:

1. Instructions
2. LIVE Fritz Meyer presentation    
3. Three polls for CPAs, IARs 
4. IAR CE scored assessment
5. Satisfaction survey  

Cost:
Free to Advisors4Advisors members ($60/Qtr.)

Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: Live internet, and on-demand webinar replay
Field of study: Economics 

Class has been submitted to NASAA for approval as Products & Practices IAR CE.

Approved by CFP Board for CFP CE, IWI for CIMA CE, and by NASBA for CPA CPE. 

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 NASAA.  
• 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].