Master the art of investment screening, aligning investment factors with client goals and risk tolerance for impactful lifecycle financial planning.
The quest to find outperforming investments that will persist is not a new one. Â Since the Great Depression, our ideas of diversification have steadily changed and so have our views on portfolio construction. Â
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? Â In this course, we will explore factor screening from a historical perspective. Â
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!
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
