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.

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.

Financial advisors are currently navigating unprecedented changes in fixed income markets, and this course is designed to provide the critical guidance needed for strategic portfolio construction. This symposium brings together leading experts from the ETF and mutual fund industries to offer in-depth insights into nine key fixed income topics. The discussions will cover a wide range of subjects, including the outlook on interest rates, how to effectively move out of cash, and where to take on credit risk. Attendees will gain a comprehensive understanding of diverse strategies, from active ETFs and multisector bond investing to the unique roles of CLOs and bank loans, to better serve their clients in a dynamic market environment.