CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.


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


  • Investment scenario at present.
    8 mins
  • About SEC’s Jurisdiction over investment advice.
    11 mins
  • What is Passive Investing? What are various challenges and benefits of passive investing?
    18 mins
  • What are various characteristics and benefits of Active Investing?
    32 mins
  • A comparison between Active & Passive investing.
    34 mins
  • Which are the key Market Technicalities from the efficiency and risk perspective?
    40 mins
  • What is behavioral finance?
    52 mins
  • Words of the wise on the big debate.
    54 mins
  • The big debate - What does statistics suggest?
    55 mins
  • Which are various Passive investment strategies?
    58 mins
  • How active managers work?
    60 mins

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 free CPE webinar will bring a detailed analysis of both these strategies and a look at history and case-studies to understand which really has worked best under different market conditions and what till.

Learning Objectives

  • Are most mutual fund managers really underperforming?
  • How does behavioral finance impact outcome for investors?
  • Case Study comparing historical results on both strategies

Who Should Attend?

  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Finance Pros
  • Young CPA