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The Big Debate: Passive Vs. Active Investing

4.6 (99)

Terri Mcgray, CFP, Others


Wednesday, April 22, 2020 | 01:30 PM EDT

  • CPA

1 Credit


Subject Area

Specialized Knowledge

Upcoming Webinars

Course Description

Billions of Dollars have been flowing from actively managed funds into index funds over the past several years and the debate of ‘Passive vs. Active Investing’ continues to baffle the minds of investors.  This debate has a point to it as both the methods have their merits and pitfalls, and they both affect the investment outcomes in meaningful ways. This webinar would cover : 

  • What is Active & Passive Investing ?
  • Benefits of Passive Investing
  • Benefits of Active Investing
  • MPT- Risk measures
  • Case Studies
  • Human Behavior – Behavioral Finance Anchoring

This free CPE webinar will bring a detailed analysis of both, Active & Passive strategies and a look at history and case-studies to understand which really has worked best under different market conditions.

Learning Objectives

  • To understand and find if, most mutual fund managers are really underperforming?
  • To learn how does behavioral finance impact outcome for investors?
  • To learn from the case studies by comparing historical results on both strategies
  • To seek the differences between Active and Passive Investing.

Who Should Attend?

  • Accountant
  • Accounting Practice Owners
  • Accounts Director
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Finance Pros
  • Young CPA


    [no_of_record] => 99
    [average] => 4.5960




You were wonderful with the content and presentations Terri. Your examples were apt and conveyed the messages effectively. It was really a valuable webinar for me.


That really was a great webinar. There were many useful insights. Thank you...!


Terri is a learned professional. The contents were really easy to understand. I loved her presentation style.


Thank you Terri for a wonderful session...!


This was a good webinar. Great content and smart presentation...!


It was a very elaborate webinar. Great content...!