Available with CPE SelectOnline
# of CPE Credits
1.5
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.
Required Knowledge: None
Advanced Preparation: None
Who Should Attend: CPAs who are involved with the investment functions of their companies, as well as financial advisors who manage client portfolios
Objective
- 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
Credit Types
- Finance: 1.5
Event Speaker(s)
Event Level:Overview
Event Code:ODX02925
Event Vendor:CPA Crossings, LLC
Fields of Study:Finance
Other fields:
- NCACPA On Demand 365
Registration Fees
| Registration | Type | Price |
|---|---|---|
| On Demand (1.5 hours) | Members | $80.00 |
| On Demand (1.5 hours) | Non Members | $200.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.