Affluent families often assume college planning doesn't apply to them'yet the realities of admissions selectivity, institutional aid practices, and multi-year financial commitments require a distinctly tailored strategy. This course equips investment advisor representatives and financial planners with the knowledge, frameworks, and tools to guide high-income clients through a structured, ROI-driven approach to college planning.Participants will be introduced to the MAGIC Method and the College Cash, Credit, and Collateral system, frameworks that align academic, financial, and emotional factors into an integrated wealth strategy. Advisors will leave with practical tools to coach families through a 3'4 year planning runway, dispel persistent myths, and design customized funding models that preserve overall wealth goals while maximizing educational outcomes.
This quiz will include a review of the following articles: Framing Prospect Conversations Around What Motivates Them Today (And Not Their Future Goals) and Discovery Meeting Framework: 6 Questions To Help Prospects Who Are Resistant To Change
This course is intended to help auditors and other finance professionals learn to recognize and address risks of fraud, waste, and abuse in their areas of operation. Practical solutions are offered for weaving fraud detection and recognition into daily processes to maintain process flow while protecting against wrongdoing. The course addresses fraud occurring within the primary processes inherent in any organization, regardless of industry. Students will gain an understanding of how fraud affects every organization, and how to recognize and address the symptoms that will help them become more vigilant.
This course explains the principles of effective fraud investigation and is intended for CPAs, auditors, investigators, and others who want to learn about the fraud investigation process. These materials take you step-by-step, from the logging of initial allegations through to planning and conducting an investigation and presenting the related findings. Techniques, tips, and tales from the trenches abound in this scintillating coverage of an important topic for the business community.
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.