Advisors4Advisors

Fritz Meyer’s classes examine emergent issues through the lens of economic fundamentals, guiding professionals through changing data. This equips advisors with economic understanding required to formulate an investment outlook based on facts. The learning objectives (LOs) are defined based on the latest data through August 19, which won't be known until the day of the live class, but here are underlying LOs common to all Fritz Meyer’s classes on financial economics:  

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.

No-Test CFP, CIMA, and CPA Credit.  To earn credit on live classes, you must attend for at least 50 minutes. CPAs must answer three unscored polls. IARs must answer at least one of the three polls and pass an assessment. The assessment is easy if you pay attention to the instructor.         

Learning Experience  
Complete the five sections on the left side menu to earn credit on the live class:

1. Instructions
2. Presentation by Fritz Meyer    
3. Three polls
4. Satisfaction survey  
5. Scored assessment for IARs

Who Should Attend:
CFPs, CIMAs, CPA financial planners, CPA/PFSs, and other professionals who want a deeper understanding of economic fundamentals driving current financial conditions.

Cost: Free to Advisors4Advisors members ($60/Qtr.)
Prerequisites: None
Advanced Preparation: None
Course Level: Update
 Course Delivery Method: Live and on-demand webinar replay
 Field of study: Economics 

Advisors4Advisors is approved as a CE and CPE 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]