Approved IAR CE Courses

This one-credit course helps IARs, CFP®, CIMA, and CPA financial advice professionals explain the May 2026 economy, markets, and investment strategy clearly to clients. The class connects geopolitical risk, oil prices, recession concerns, PMIs, jobs data, inflation, Fed policy, fiscal spending, earnings, and valuations to everyday advisory conversations. Participants learn how to distinguish durable fundamental signals from headlines so clients receive context rather than emotion-driven analysis. The program emphasizes fiduciary communication, showing advisers how to frame opinions, data, and forecasts without overstating certainty. By the end, professionals can use economic and market evidence to support rebalancing, risk tolerance reviews, retirement spending discussions, and disciplined client decision-making.

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.

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.

Amid the Hormuz Strait crisis, Fritz Meyer's LIVE IAR CE class this month analyzes the financial economic situation, drawing on over four decades of experience as a thought leader, including time as senior strategist of one of the world's largest investment companies.

The Hormuz Strait crisis is contextualized by an independent economist by reviewing the 1973–1974 Arab Oil Embargo, 1979–1980 Iranian Revolution, 1990–1991 Gulf War, and 2007–2008 Global Commodity Price Spike.

What makes this class special that it is delivered in a highly formatted PDF created expressly for CE. It is skimmable information easily consumed by reading. Delivering CE in a document optimized for professional education is a creative new approach in professional education of advisors. Reading is a better medium for learning than webinars because you control the pace and can stop to think about what you are reading, which you cannot do on a live webinar.

In addition to the delivery method, the class is valuable because it applies behavioral insights to fiduciary client conversations in a format eligible for IAR, CFP, CIMA, CPWA, and CFA CE as well as CPA CPE.

In 9860 words, the class explains five key traits, investor identity, and behaviors under market stress. Advisors learn practice actions for anxious, skeptical, impulsive, indecisive, and competitive clients.

Documentation, communication alignment, and guardrails that support implementation of fiduciary practices frame the learning objectives discussed.

The class helps fiduciaries convert behavioral finance concepts into repeatable client-service workflows for keeping anxious, skeptical, impulsive, indecisive, and competitive clients on a plan.

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.