Financial History – Quarterly Course


The four-credit course offered through Advisors4Advisors provides four classes that recount multiple historical events that explain present financial conditions and their potential consequences. The course draws heavily from the research of Financial Historian and Former Institutional Investment Advisor, Mark Higgins, CFA, CFP®. Topics covered in the classes are listed below.

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Jan 17, 2023
The History and Importance of the Federal Reserve System (1.5 CE)
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Apr 18, 2023
(4:00 PM ET)
The Nature of Asset Bubbles and How to Avoid Them (1.0 CE)
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Jul 25, 2023
(4:00 PM ET)
The Risk of U.S. Debt Defaults: An Analysis of America’s Near Misses (1.0 CE)
Class Description TBD
Oct 24, 2023
(4:00 PM ET)
Secular Stagnation and the Rise of China (1.0 CE)
Class Description TBD


Cost and Credit

The total cost of the course is $100 per class ($400 in total). Each class is eligible for at least 1.0 CFP® and CPA CE Credits (pending approval) per class but may be eligible for more than 1.0 credit depending on the class length.


Post-COVID Inflation and Federal Reserve Policy

COVID-19 Financial Crisis and the Value of Financial History (60 Minutes).

The Four Phases of the COVID-19 Financial Crisis and Implications for the Future (60 Minutes)