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This one-credit per quarter elective course draws on financial economic lessons from history to inform a professional’s investment outlook.
Financial markets are shaped by simple, stable forces over long periods of time. War and peace, the rise and fall of empires, climate change, natural disasters, pandemics periodically reshape the arc of history over periods much longer than humans live or can remember.
Consequences of these influential episodic forces are only evident to those who witnessed comparable events in the past, or who study history carefully. Doing so makes it easier to foresee the consequences of emerging events. A professional owes a duty to clients not to limit their financial economic knowledge to their own life experience.
Every quarter, a new class explores a chapter in history repeating historic events and how powerful forces influencing us today affected investors in the past.
Annual commitment.
$100 per quarter


The financial effects of the COVID-19 pandemic are not unprecedented. In this two-class course, financial historian Mark Higgins, CFA, CFP®, reviews multiple historical events to help investors contextualize the post-COVID financial crisis and envision potential economic outcomes in 2023. The classes are eligible for a total of two hours of CE credit on-demand  for CFP®, CIMA®, CLU® and ChFC® and many other professionals. The second class on November 1 is eligible for CPA CPE as well for CFP®, CIMA®, CLU® and ChFC® and many other professionals.


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