Overview
Economics for Financial Advisors Overview
Understanding the mechanics and drivers of global economies and being able to develop and express a clear and well-thought-out opinion is an essential part of being a knowledgeable financial advisor.
Economics for Financial Advisors Learning Objectives
Upon completing this course, you will be able to:
- Describe the fundamental drivers of consumer decision-making and how these decisions impact an economy
- Explain what GDP is and how changes to it are driven by static effects and shock that ultimately drive business cycles
- Identify the key stages of a business cycle and explain what key economic leading and lagging indicators would help predict or confirm what stage an economy is in
- Differentiate the role of fiscal versus monetary policy and what institution is responsible for each Interpret what impact interest rate fluctuations – up and down – have on inflation and the economy
Who Should Take This Course?
This course is for anyone interested in becoming a financial planning or wealth management professional. This course is designed as a primer that introduces all of the foundational economic concepts an Advisor needs to understand.
Economics for Financial Advisors
Led by Meeyeon Park
Led by Mark R.
Level 1
Approx 2.5h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Business Cycles
Recessions
Economic Influencers
Economic Indicators
Interpreting Economic Data
Final Thoughts
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Planning & Wealth Management (FPWM)™ Certification
Economics for Financial Advisors is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 28 courses.
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What our students say
Excellent Experience
The best platform for finance learners & students.
The best platform for finance learners & students.
Yaseen Ghori
Very Relevant
Having been in the Investment Industry for 7years, I can confidently attest to the fact that a client will only trust an Investment Advisor that is up to date with economic trends-both globally and the country's/ economies they're operating in. The broad understanding of interpreting economic fundamentals will definitely add value to how well I position my clients portfolios for growth and impact. Thoroughly appreciate the knowledge gained.
Having been in the Investment Industry for 7years, I can confidently attest to the fact that a client will only trust an Investment Advisor that is up to date with economic trends-both globally and the country's/ economies they're operating in. The broad understanding of interpreting economic fundamentals will definitely add value to how well I position my clients portfolios for growth and impact. Thoroughly appreciate the knowledge gained.
Lyapa Mpempulwa
A relevant course for financial advisors with critical tools and knowledge for success.
Kennedy Barasa Wanyonyi
Economic Lesson is Important Nowadays
Love this course. Economic circumstances nowadays are very volatile regarding the inflation and the unemployment number especially. This courses is very relevant and i found it very helpful on how to convert this economic knowledge into a better investment decision
Love this course. Economic circumstances nowadays are very volatile regarding the inflation and the unemployment number especially. This courses is very relevant and i found it very helpful on how to convert this economic knowledge into a better investment decision
