This course on the fundamentals of investment performance measurement provides all attendees with a grounding in the tools and techniques used to calculate investment performance. Students will be taken through practical examples. The class is conducted over two full days. Students will walk away with a working knowledge of the concepts that define investment performance measurement. If you are a CFA or CIPM, you will receive 12 CE credits for this class. CPAs will receive 15 CPE credits from NASBA. The class typically runs from 8:30 am – 5:00 pm.
(Training Brochure PDF)
Locations and Dates
March 7-8, 2017 – San Francisco, CA
May 11-12, 2017 – Jersey City, NJ
August 15-16, 2017 – Toronto, ON, Canada
October 16-17, 2017 – Los Angeles, CA
December 11-12, 2017 – New Brunswick, NJ
CFA Institute has approved this program, offered by The Spaulding Group, for 12 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
- RATES OF RETURN
- PERFORMANCE PRESENTATION STANDARDS
- THE INVESTMENT PERFORMANCE MEASUREMENT PROFESSIONAL/ THE INVESTMENT PERFORMANCE MEASUREMENT ORGANIZATION
In addition to receiving a student guide that contains the details of the class presentation, each student receives supporting reference material to take back with them, including:
- A complimentary copy of The Handbook of Investment Performance Measurement: A User’s Guide, Second Edition by David Spaulding, CIPM (TSG Publishing, 2011)
- The Spaulding Group’s Performance, Attribution, and Risk Measurement Reference Guide, a handy pocket reference
- A copy of the GIPS standards and, because this is a hands on class, you’ll receive a calculator too!
The Spaulding Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
This two-day course builds upon David Spaulding’s popular book, Measuring Investment Performance, (out-of-print) published by McGraw-Hill.
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