Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business cycle, and drivers of global economies. Through examples and applications, you will develop the confidence you need to confidently present your opinion of the economy today.

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Corporate Finance Institute

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.

What you'll learn

Lesson

Multimedia

Exams

Files

Recessions

Economic Influencers

Governments and Central Banks

Inflation and Monetary Policy

Ideal Targets for a Stable Economy

Economic Indicators

Formulating Your Economic View

Interpreting Economic Data

Exercise Instructions

Exercise 1

Exercise 2

Exercise 3

Final Thoughts

Course Summary

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 Professional (FPWMP™) Certification

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

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What Our Members Say

Economics for Financial Advisors

Course that enables anyone who would wish to understand economics earn necessary knowledge to handle related topics

Joseph Barasa

very informative

the provided interactive exercises really help to anchor the information

Auron Illing

Perfectly Concise

Finished this course within 2 hours. Great introduction to economics for finance persons

Ann Maria Diran

Inflation

It has remained me on the topic of economic inflation and fiscal policy.

ODONG ISAIAH

to The point

of course there is much more in Economics but it is a very good quick refreshment lessons

Omar Shawky

Great

Understood the fundamental knowledge of how economies work

Mustapha Ibrahim

wonderful experience

very interactive and informative

ALEMMBOM PERRY-BRIGHT LOHBAN

Key takeaways

The major takeaways from this course are; 1. Understanding how economic movement, whether it is upward or downward impacts the portfolio decision making. 2. Having adequate knowledge in economic movement would give confidence in decision making. 3. Knowing the economic movement is not only useful for clients decision making, but also very informative to make sure that there is favorable environment for for saving or spending on disposable income of individual person.

Atinafu Asefa

Excellent Course

A comprehensive course

Kwong Sang Yeung

LOVED IT!!!

I see it as the most improtant low level course for beginners

Ibrahim Alghamdi

Great Course

Short but informative and met the learning objective.

Janice Ani

Wonderful

If you are or want to be a financial advisor or PM, you need to take this course

fotaw chambeng vivian

Very Interesting Economics Course

Very nice course on the fundamentals of economics, the FPWM program is laid out perfectly to teach you the must know topics to succeed and assist you in planning your financial future.

Scott LaBrec

My favorite course so far

Not too long, informative, useful, and good activities

Samuel Gravley

very informative and well broken down

Julius Anuolu Oloyede

Informative course

I recommend this course to those who want to everyone going this route.

Louis Mlongoti

Fun and Engaging

Informative, fun and engaging course

Tharindu Nalaka

Informative

Informative, practical, and enjoyable.

Shyashree Chatterjee

Good refresher on economics

Great introductory course on economic data from a financial perspective!

Max Nemeskeri

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

Arvin winatha

A relevant course for financial advisors with critical tools and knowledge for success.

Kennedy Barasa Wanyonyi

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.

Lyapa Mpempulwa

Excellent Experience

The best platform for finance learners & students.

Yaseen Ghori

Basic concepts are well explained in a simple language

Well structured and easy to follow

Farooq Anwer

Economics for financial advisor

Very good at basic level.

venugopal rajamanuri

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Economics for Financial Advisors

Economics for Financial Advisors Overview

Economics for Financial Advisors Learning Objectives

Who Should Take This Course?

Economics for Financial Advisors

What you'll learn

Introduction

Fundamentals

Business Cycles

Recessions

Economic Influencers

Economic Indicators

Interpreting Economic Data

Final Thoughts

Qualified Assessment

This Course is Part of the Following Programs

Financial Planning & Wealth Management Professional (FPWMP™) Certification

What Our Members Say

Joseph Barasa

Auron Illing

Ann Maria Diran

ODONG ISAIAH

Omar Shawky

Mustapha Ibrahim

ALEMMBOM PERRY-BRIGHT LOHBAN

Atinafu Asefa

Kwong Sang Yeung

Ibrahim Alghamdi

Janice Ani

fotaw chambeng vivian

Scott LaBrec

Samuel Gravley

Julius Anuolu Oloyede

Louis Mlongoti

Tharindu Nalaka

Shyashree Chatterjee

Max Nemeskeri

Arvin winatha

Kennedy Barasa Wanyonyi

Lyapa Mpempulwa

Yaseen Ghori

Farooq Anwer

venugopal rajamanuri

Frequently Asked Questions