New
22WX-2483: A History of Investing and a Look Ahead (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Date
Friday, December 9, 2022
Time
8:00am
-
9:30am
Central Time
Location
Online
CPE credits
CPE
1.5
Field(s)
of study
Finance - Technical (1.5)
Instructor
David Peters, CPA, CFP, CPCU, MST, MBA
American Institute of Certified Public Accountants
Fees
|
Standard Member Fee |
$64.00
|
|
Standard Nonmember Fee |
$64.00
|
Description
You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our modern notions of portfolio building have developed throughout history.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Who should take this program?
CPAs who are involved with the investment functions of their companies, as well as financial advisors who manage client portfolios
Major subjects
-
Early concepts of investment management
-
Gordon Growth Model
-
Harry Markowitz: Risk Return Trade-Off
-
Fama & French: Factor Modeling
-
Which factors are better?
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Smart Beta
-
Incorporating Client Behavioral Biases
-
What's Ahead?
Learning objective(s)
-
Identify the contributions of Harry Markowitz to Modern Portfolio Theory
-
Recognize how the concept of diversification has changed over time
-
Distinguish between the major factor investing models
Course code
Code
22WX-2483
Sponsor
NASBA ID#: 108744
Level
Overview
Format
Group Internet Based
Prerequisites
Prereq.
None
Advance
prep
None
If you have questions about this event, please call us at 952-831-2707.
