Approved IAR CE Courses

This course provides advisors with a comprehensive 2026 market outlook and strategies for navigating complex financial challenges. It explains the purpose and impact of current macro trends, including global election cycles, geopolitical events, and interest rate movements, on client portfolios. The content includes an in-depth review of emerging investment trends, such as the rapid growth of active ETFs, the application of artificial intelligence (AI), and cryptocurrency investments. Participants will learn top strategies to integrate these insights and trends into actionable financial advice to help clients meet their long-term financial goals.

Capital Group’s 2026 Midyear Outlook explores the forces shaping markets and economies in a year marked by global uncertainty and rapid change. The session covers the impact of geopolitical events, the continued rise of artificial intelligence, and what emerging opportunities may be on the horizon for global equites and fixed income through 2026 and beyond. Advisors will gain perspective on navigating volatility, identifying resilient trends and building portfolios for a changing world — all with a focus on practical, long-term strategies.

This full-day event targeted to financial planning professionals including IARs, CFPs, CFAs, CPAs and other financial planning professionals. The day includes four interactive sessions, where attendees will walk away with knowledge of client engagement and communication, market update and index analysis, alternative investments and behavioral finance.

Fritz Meyer’s September examines growth, jobs, household finances, inflation, earnings, Treasury yields, investment returns, and fiscal funding alternatives. New additions in this September 15 webinar include Fritz's comments on AI investment risks, two new real-wage charts, a five-percent Treasury yield discussion, and specific tax proposals to dig out of the $40 trillion long term federal debt. Participants learn to evaluate changing evidence and communicate forecasts without overstating certainty.

Navigating the dynamic economic landscape at the close of 2026 presents unique challenges for financial advisors, particularly with fluctuating interest rates, equity valuation dynamics, and structural market evolution. To address these shifts, the 2027 Market Outlook Symposium delivers an actionable, forward-looking briefing aimed at empowering advisors to refine asset allocations, mitigate emerging risks, and optimize client portfolios for the upcoming year.
Moving beyond historical performance metrics, the session emphasizes practical portfolio construction methodologies tailored to contemporary macroeconomic trends, active income generation, developed international markets, and technological developments.

Key topics addressed include:
Macroeconomic Outlook & Sector Trends: Analyzing key macro drivers for 2027, including rate cuts, inflation trajectories, and the ongoing commercial expansion of Artificial Intelligence.

Modern Income & Factor Allocation: Evaluating active income solutions—such as hedged equity strategies and AI-driven models—alongside free cash flow strategies that blend value and growth factors.

Global Equity & Sustainable Yield: Balancing factor tilts with core equity growth in international developed markets while seeking sustainable yield across shifting market regimes.