Instructor
David Peters
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Instructor
David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA
Founder & Owner, Peters Professional Education
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for Surgent, Kaplan, the AICPA and Don Farmer Tax Courses. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.
He holds four master’s degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
Education
Certifications
Activities & Associations
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!
- Recognize how our views of diversification have changed over time.
- Identify various factors in the investment world.
- Recognize tax sensitive strategy techniques.
- 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
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Financial advisors and accountants who want to gain a better understanding of portfolio construction.
