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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.
The major topics covered in this class include:
Designed for: CPAs who are involved with the investment functions of their companies, as well as financial advisors who manage client portfolios
Instructor: David Peters
CPE Credits: 1.5
Area of Study: Finance
3100 South Columbia RoadSuite 500Grand Forks, ND 58201
(701) 775-7111or (877) 637-2727 Email: firstname.lastname@example.org