Lifecycle Financial Planning: Investment Planning - Introduction to Screening Factors
Available Until
Self-study
1.00 Credits
Member Price $49.00
Non-Member Price $79.00
Overview
The quest to find outperforming investments that will persist is not a new one. Since the Great Depression, our ideas of diversification have steadily changed and so have our views on portfolio construction. Today, we often focus more on trying to find the right risk exposures for the client that will allow them to meet their goals. But how does one do this? In this course, we will explore factor screening from a historical perspective. We will discuss not only how our views have evolved, but also what considerations should be made when advising today’s clients. We will even discuss basic strategies for achieving tax-efficiency in the portfolio as well!
Highlights
- Brief history of portfolio construction
- Smart Beta and the unpredictability of the markets
- Screening and Morningstar Style Boxes
- Screening factors
- Which factors are appropriate?
- Active vs Passive investing
- Tax sensitive strategies
- Portfolio construction considerations
- Summing It Up
Prerequisites
None
Designed For
Financial advisors and accountants who want to gain a better understanding of portfolio construction.
Objectives
- Recognize how our views of diversification have changed over time.
- Identify various factors in the investment world.
- Recognize tax sensitive strategy techniques.
Preparation
None
Notice
This is a self-study/on demand course offered by a 3rd party vendor. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.
- Website: www.petersprofessionaleducation.com
- YouTube: www.youtube.com/@DavidPetersFinancial
- LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
- LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
- Facebook: https://www.facebook.com/davidpetersfinancial
- Twitter/X: https://x.com/DavidPFinancial
Non-Member Price $79.00
Member Price $49.00