FPPTA Virtual Fall Trustee School

Basic CPPT: Sessions 12-14

Session Information

Speaker bios and presentation slides are in your study guide. 

Session Twelve
Modern Portfolio Theory & Benchmarking
Steve Roth, CPPT
Dahab Associates

Session Thirteen
Investment & Economic Cycles
Steve Stack
Highland Capital Management

Session Fourteen
Diversifying Your Equity Portfolio
Jason Turner
Great Lakes Advisors



Important Notes

  • Speaker bios and presentation slides are in your study guide.
  • There will be a review session tomorrow morning at 10am. You will be sent your CPPT exam immediately following the review session. The exam is 100 multiple choice questions. You have 90 minutes to complete and submit your exam. You may refer to your study guide while taking the exam.
  • For general technical questions regarding today’s program please contact support@fppta.org. Please keep in mind there is nothing we can do to solve internet connectivity issues, firewall restrictions, and other issues that may arise due to browser settings or your work place’s filters and restrictions.
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