March 20, 2024


1.5 Total CPE Credits


A History of Investing and a Look Ahead

  • Instructor

    David Peters

Learning Objectives

After attending this presentation you will be able to...

  • 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

Major Topics

The major topics covered in this class include:

  • 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?

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Finance

Advanced Preparation


Intended Audience

CPAs who are involved with the investment functions of their companies, as well as financial advisors who manage client portfolios


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 69 69
  • ASCPA Non-Member

    $ 119 119
    Your Price

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