Resources For Practitioners
Learning objectives of Fritz Meyer’s monthly classes include:
● contextualizing current financial economic metrics versus the historic norm
● 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:
● latest Fed policy pronouncements
● new-job formation
● job openings versus job seekers
● troiuble with the savings rate
● personal income and consumer spending
● DPI
● household balance sheets
● PCED, CPI annual and recent monthly rates
● retail sales
● housing starts nosedive
● latest consensus WSJ Survey
● latest GDPNow forecast for Q4 2022 GDP beat economists in accuracy for third straight quarter
● LEI declined eight straight months
● Eight rate hikes since March 2022
● Fed funds/10-year yield curve is inverted
● labor participation rate troubles
● manufacturing and services PMI
● auto sales
● S&P 500 expected earnings versus historical forward p/e
● the Fed’s stock valuation mode
● a manageable approach to professional investing
Ratings by particpants in Fritz Meyer's monthly CE webinars for over decade have averaged 9.7 (out of 10). A former senior strategist at one of the world's largest investment companies for over a decade, Fritz is an independent economist.
This webinar is pending eligibility for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE and PACE credit toward the CLU® and ChFC® designations.
Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($120/year).
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.
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always enlighening
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