Advisors4Advisors

Approved for 1 credit by CFP Board, IWI, and NASBA. This class will be submitted to NASAA.  

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.

Since the latest facts as of July 15 will not be known until the day of the live class, below are learning objectives (LOs) common to all Fritz Meyer financial economics classes:

Learning Objectives

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 the 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 S&P 500 Earnings Valuations
Learners will be able to develop long-term investment strategies by analyzing current earnings valuations versus modern history.

LO 5. 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.

LO 6. Review Important News & Analysis in The 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 financial economics based on an authoritative source.

Credit Information

No-Test CFP, CIMA, and CPA Credit

• CPAs: Must answer three unscored polls during the live class.

• IARs: Must answer at least one of the three polls and pass a scored assessment. The assessment is easy if you pay attention to the instructor.

Learning Experience

To earn credit on the live class, complete the following five sections:

1. Instructions

2. Live video presentation by Fritz Meyer

3. Three polls

4. Satisfaction survey

5. Scored assessment (for IARs)

Who Should Attend

IA Reps, 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 the creation of informed, disciplined portfolio strategies.

Cost

Free for Advisors4Advisors members (Membership: $60/quarter)

CPE Credit Details

• Credit: 1 hour

• Field of Study: Economics

• Course Level: Update

• Delivery Method: Group Internet-Based

• Prerequisites: None

• Advanced Preparation: None

Additional Accreditation

• Submitted to NASAA for approval as Products & Practices IAR CE

• Approved by:

  • CFP Board (Certified Financial Planner CE)

  • IWI (CIMA® and CPWA® CE)

  • NASBA (CPA CPE through QAS Self-Study)

Note: State boards of accountancy have final authority on acceptance of individual courses. For more info or complaints, visit www.nasbaregistry.org.CE Provider InformationAdvisors4Advisorsis approved as a CE provider by:

• CFP Board, regulator of CE for Certified Financial Planners

• NASAA (North American Securities Administrators Association). 

  NASAA does not endorse any CE course provider. Views expressed are those of the instructor. 

  
  

• NASBA, as a QAS Self-Study Provider

• Investments & Wealth Institute, for CFP®, CIMA®, and CPWA® professionals

Contact

For information about administrative policies (e.g., refunds, cancellations, or complaints), please email:
📧 [email protected]