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.

Financial advisors developing portfolio strategies are consistently facing a shifting interest rate environment and mixed economic growth across different markets. The Midyear Market Outlook Symposium is built to help financial advisors review client portfolios, manage risk, and spot new opportunities as conditions change.

Instead of looking backward, this session focuses on practical portfolio construction across equities, fixed income, and fast-moving sectors.

What we will cover:
Finding growth opportunities in international markets like Japan and implementing innovative U.S. equity strategies.
Managing fixed income actively, identifying mispriced opportunities in municipal bonds, and using autocallable strategies for yield.
Looking past the initial hype of the Artificial Intelligence trade, updating global infrastructure allocations, and evaluating new energy sector investments.

As we move into the second quarter of 2026, the global economy is reaching a critical inflection point. The Q2 Market Outlook Symposium brings together leading investment strategists to analyze how shifting fiscal policies, evolving inflation data, and sector rotations are redefining the investment landscape.

Participants will gain a deep understanding of the macroeconomic drivers shaping the next three months. We move beyond the headlines to provide actionable insights on portfolio construction and risk mitigation, helping advisors identify value in an environment characterized by both transition and opportunity.

Core areas of focus include:
Fixed Income & Alternatives: A deep dive into traditional bonds, CLOs, and the role of Autocallable ETFs.
Strategic Sector Analysis: Evaluating opportunities in Defense, Energy, and the continued evolution of Artificial Intelligence.
Operational Excellence: Implementing tax-efficient investing strategies to protect client returns.