Approved IAR CE Courses

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.

The Fundamentals of True Wealth Planning course provides participants with a comprehensive overview of a five-phase model for delivering holistic, life-centered financial planning services:EXPLORE: Develop and strengthen client trust by demonstrating the importance of understanding values and priorities.ENGAGE: Facilitate a discovery process that engages clients' hearts and minds while providing insights into their unique frames of reference.ENVISION: Assist clients in developing an inspiring vision of the future that lays the foundation for meaningful life and financial goals.ENLIGHTEN: Present financial plans and advice in a way that meaningfully connects strategies to clients' values, interests, and aspirations.EMPOWER: Utilize proven strategies for keeping clients engaged, motivated, and on the path toward their life and financial goals.This course introduces participants to the research-based and philosophical foundations behind the True Wealth Planning process. It is designed to enhance financial professionals' ability to integrate life-centered approaches into their practice while upholding the fiduciary standard of always putting the client's interests first.

The Fundamentals of True Wealth Planning course provides participants with a comprehensive overview of a five-phase model for delivering holistic, life-centered financial planning services:EXPLORE: Develop and strengthen client trust by demonstrating the importance of understanding values and priorities.ENGAGE: Facilitate a discovery process that engages clients' hearts and minds while providing insights into their unique frames of reference.ENVISION: Assist clients in developing an inspiring vision of the future that lays the foundation for meaningful life and financial goals.ENLIGHTEN: Present financial plans and advice in a way that meaningfully connects strategies to clients' values, interests, and aspirations.EMPOWER: Utilize proven strategies for keeping clients engaged, motivated, and on the path toward their life and financial goals.This course introduces participants to the research-based and philosophical foundations behind the True Wealth Planning process. It is designed to enhance financial professionals' ability to integrate life-centered approaches into their practice while upholding the fiduciary standard of always putting the client's interests first.

For a parent or guardian, funding a child's education is typically one of the most important financial decisions to make. In many cases, the educational needs of a child are generally considered to be college related. However, parents and guardians may also intend to sendtheir children to private schools for grades K - 12, which will increase costs and financialplanning considerations. Overall, it's imperative for investment adviser representatives (IARs)to have a general understanding of the financial options available to individuals who wantprepare to meet the expected expenses associated with their own education or those of others.This course will primarily focus on the most widely used investment product for setting aside funds for higher educational needs'a Section 529 savings plan. Other methods will beexamined, such as prepaid tuition plans, Coverdell Education Savings Accounts (ESA), andUniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) accounts.