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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
of study
Finance - Technical (1.5)
Instructor David Peters, CPA, CFP, CPCU, MST, MBA
American Institute of Certified Public Accountants
Standard Member Fee $64.00
Standard Nonmember Fee $64.00


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?
  • 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 CPA Crossings, LLC
NASBA ID#: 108744
Level Overview
Format Group Internet Based
Prerequisites Prereq. None

If you have questions about this event, please call us at 952-831-2707.