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70 Years of Investment Consulting

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Before starting this self study program, please go through the instructional document.


  • Diversification is the only free lunch: Highest returns for the risk
    6 mins
  • Manage to objectives using financial navigation
    18 mins
  • Recap of the first 55 years of investment consulting
    23 mins
  • Risk has different meaning for different ages
    30 mins
  • Baby boomers are in danger of life altering losses
    39 mins

Course Description

Investment consulting has a long history that has been marked by innovations occurring about every 10 years. It is incredible that “modern” portfolio theory is about 70 years old. It has stood the test of time and is currently embraced by many consultants. Every stock or bond has a risk and expected return. The big breakthrough is that combinations of stocks and bonds, called Diversification is an immensely powerful investment tool.

The original idea of “risk tolerance” is the maximum risk the client can tolerate because high risk earns high returns. This approach changed in the 1990s with the introduction of objective-based investing, discussed in this CPE webinar for CPAs and other professionals. 

The risk questionnaires identify investor risk tolerance that is used to find the best model. The “60/40 rule” 60/40 equities/bonds emerged from this practice because most mappings gravitate towards limiting risk. The broad use of the 60/40 rule remains entrenched today.

However, evolution is incomplete. 60/40 stocks/bonds remain the pat solution, but it is not right for many investors, especially baby boomers.

Key topics covered in this online CPE webinar for CPAs and other professionals:

  • Investment consulting
  • Risk management
  • Management to objectives
  • Target date funds

This CPE webinar will be very helpful for CPAs, Financial Planners, Investment Consultants, CEOs, CFOs, and top management personnel.

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Learning Objectives

  • History and changes in the investment strategies over 70 years of history
  • How consultants rely on risk-based and/or objective-based solutions using pre-packaged models.
  • Risk tolerance and investment startegies
  • Target date funds are the latest breakthrough

Who Should Attend?

  • Business Owner
  • CEO
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Licensed Financial Advisor
  • Personal Financial Specialist (PFS)
  • VP Finance
  • Young CPA