You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.
Objectives of Fritz Meyer's monthly classes for investment advisors include:
● contextualizing current financial economic metrics versus the long-term historical record
● providing knowledge needed to formulate and explain the outlook concisely
● explaining Federal Reserve actions and outlook
● implementing a prudent discipline for fiduciaries managing portfolios ERISA assets
● analyzing the latest financial data, including:
● M2 is down slightly and still very high relative to its history
● last week’s Fed meet and policy pronouncements
● new-job formation in October declined but still strong
● job openings still far exceed job seekers
● savings rate plunged
● strong personal spending fueled by savings
● consumer income and spending
● DPI and savings
● household balance sheets strong
● PCED and CPI
● savings rate
● retail sales
● housing starts nosedive
● latest consensus WSJ Survey
● latest GDPNow forecast for Q3 2022 GDP
● LEI declined six straight months through Sept.
● Fed funds/10-year yield curve
● labor participation rate
● S&P 500 earnings
● manufacturing and services PMI
● auto sales
● S&P 500 expected vs current and historical p/e
● the Fed’s stock valuation mode
● the best approach to investing
Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPAs, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($60/Qtr).
CPE credit: 1 hour, in the Economics field of study
Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: Group Internet-Based
Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint, please email This email address is being protected from spambots. You need JavaScript enabled to view it..
Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Advisors4Advisors is also approved as a continuing education sponsor by IWI, which administers the CIMA® and CPWA® designations, and CFP Board of Standards, which licenses the designation for CFP® professionals.