Approved IAR CE Courses

IAR CE training in the knowledge to guide clients ethically on self-directed IRA alternative investments - a fraud-ridden, highly technical specialty where IAR CE adds huge value to clients. This course provides financial professionals with a comprehensive overview of how self-directed IRAs (SDIRAs) can be used to invest in alternative assets. It explores the growing role of IRAs in retirement planning, emphasizing their suitability for long-term, illiquid investments such as private equity, real estate, private lending, and startups. Participants learn critical rules governing SDIRAs, including prohibited transactions, disqualified persons, and the Unrelated Business Income Tax (UBIT). The course also introduces key strategies for structuring investments, including IRA-owned LLCs and C corporation blockers, while highlighting compliance considerations in choosing a qualified custodian. Designed to equip advisors with practical tools and insights, the session helps professionals confidently guide clients exploring private investments in retirement accounts.

This course equips financial professionals with essential skills to guide clients through market uncertainty and emotional distress. Participants explore the impact of market volatility on investor psychology, learn strategies for fostering constructive client conversations, and develop techniques to reinforce long-term financial planning. The course emphasizes the importance of investor identity, emotional regulation, and effective counseling principles, including active listening, empathy, and strategic communication. Through real-world examples and behavioral finance insights, advisors learn to help clients manage fear-based decision-making and avoid common pitfalls. By the end of the course, professionals are better prepared to provide reassurance, stabilize client confidence, and navigate the challenges of turbulent financial environments.

This course, designed for CFP and CPA financial planners, delves into the intersection of counseling psychology and financial advising, providing unique insights into investor behavior during bull markets. It focuses on psychological phenomena such as FOMO (fear of missing out), recency bias, and the wealth effect, examining how these influence decision-making and offering strategies to guide clients toward emotionally and financially healthy choices. By integrating behavioral finance principles with actionable counseling techniques, the course equips financial professionals to better understand and support clients in aligning emotional and financial needs amid a roaring bull market.

Stay ahead with Fritz Meyer's July 2025 CE - decode the Fed, inflation, and markets to sharpen your portfolio strategy. Gain timely insights into the July 2025 economic outlook with Fritz Meyer in this CE course for IARs, CFPs, CPAs, CIMAs, CFAs, and other financial professionals. Explore the impact of the One Big Beautiful Bill Act on fiscal policy, evolving GDP and inflation forecasts, and why consumer spending and labor markets remain surprisingly strong. Analyze how these trends affect stock valuations, corporate earnings projections, and long-term growth. This session equips you to better understand macroeconomic conditions, adjust portfolio strategies, and communicate clearly with clients. Earn CE credit while staying current on Fed policy, market risks, and opportunities in stocks and bonds.

This course, Key Variables in Retirement Portfolio Analysis, provides financial professionals with a deep understanding of the factors that impact retirement portfolio sustainability and income adequacy. Participants will explore critical concepts such as asset allocation, withdrawal strategies, inflation considerations, portfolio costs, and the role of required minimum distributions (RMDs) in retirement planning. Through data-driven analysis, the course examines how different withdrawal methods'fixed-dollar, percentage-based, and RMDs'affect portfolio longevity, as well as the importance of adjusting historical returns for realistic future projections. Additionally, attendees learn how equity exposure helps combat inflation and why cost sensitivity plays a crucial role in long-term financial success. By the end of the course, professionals are equipped with the practical knowledge needed to implement low-expense retirement income strategies and optimize portfolio management for clients while meeting requirements as fiduciaries.

This course provides a comprehensive analysis of current economic and market conditions as presented in Fritz Meyer's June 2025 investment outlook webinar. Designed for financial professionals, the session explores the divergence between soft and hard economic data, recent GDP forecasts, inflation trends, and Federal Reserve policy updates. It also covers labor market dynamics, consumer spending, market valuation metrics, and the role of demographic wealth distribution in economic activity. Participants will gain actionable insights into interpreting key indicators such as the PCE deflator, yield curve behavior, and the equity risk premium. The course equips advisers with timely context to support client communications and investment decision-making.