Fritz Meyer Update, June 2024
Resources For Practitioners
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Fritz MeyerTuesday, June 18, 2024 4PM EST CFP® Live CPA IWIProgram Id: 876308491
Some slowing in the economy is evident in June. However, as long as job openings outnumber job seekers, the economy is likely to remain on track to deliver healthy earnings growth.
At this class, attendees learn what's new in the Summary of Economic Projections released after the June 12 FOMC meeting, with special attention paid to subtle the Fed's predictions for GDP growth, inflation, and Fed funds.
Objectives of financial economist Fritz Meyer's June 2024 CE/CPE class for CFP, CPA, CFA, CIMA and other investment advisers include:
● contextualizing current financial economic metrics into the long-term historical record
● providing knowledge to explain your outlook concisely
● explaining Federal Reserve actions and outlook
● implementing a prudent discipline for fiduciaries managing portfolios
● analyzing the latest financial data, including:
● M2
● FOMC last policy pronouncements
● new-job formation
● job openings versus job seekers
● savings rate
● personal spending
● consumer income and spending
● DPI and savings
● household balance sheets
● PCED and CPI
● savings rate
● retail sales
● housing starts
● latest consensus WSJ Survey
● latest Fed Nowcasts
● Conference Board's LEI
● Fed funds versus 10-year yield curve
● labor participation rate
● productivity
● 12 month S&P 500 earnings price multiples
● manufacturing and services PMIs
● auto sales
● S&P 500 expected, current and historical p/e
● the best approach to investing
This monthly class is eligible for one hour of CE credit towards the CFP® , CIMA® and CPWA® certifications, and PACE credit for the CLU® and ChFC® designations.
Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPAs financial planners, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: Free to members 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.
