Services
CIPM™ Principles & Expert Exam Preparation PDF Print E-mail
The two-day CIPM Preparation class will provide you with a solid foundation for your formal study
for the CIPM exam. It will also help you identify any areas in your performance background
that might need reinforcement.

The earlier you commit yourself, the greater your probability of success!
The CIPM Expert Exam Preparation is 3 full days, we recommend that you are fully prepared
for this Expert level exam.

2012 CIPM Principles Prep Class

DATES                                                       CITY                                                                     VENUE
March 19-20, 2012                              Chicago, IL                          AMA Executive Conf. Center
August 20-21, 2012                      New Brunswick, NJ                                 The Heldrich Hotel


2012 CIPM Expert Prep Class

DATES                                                      CITY                                                                       VENUE
March 21-23, 2012                              Chicago, IL                          AMA Executive Conf. Center
August 22-24, 2012                      New Brunswick, NJ                                 The Heldrich Hotel



Instructors:
John D. Simpson, CIPM
David D. Spaulding, CIPM

CLICK HERE TO PURCHASE CIPM TRAINING AND CIPM TRAINING MATERIALS

The CIPM certification is a major professional milestone and, as such, demands a high level of commitment from you when you prepare to take the exam. Our live, interactive sessions deliver the practical knowledge necessary for you to successfully master this subject matter. Our classes cover the following topics which will be included in the CIPM exam:

• Code of Ethics and Standards of Professional Conduct
• Essentials of the GIPS Standards
• Fundamentals of Calculating and Analyzing Returns
• Attribution
• Risk
• Rates of Return


What to Expect From the Principles Class

 

Day 1:
Session I – Ethical Standards
Session II – Performance Measurement and Benchmark Analysis:
Session III – Performance Attribution
Session IV – Performance Appraisal


Day 2:

Session V – After-tax Performance
Session VI – Foundation of the GIPS Standards
Session VI continued
Session VII – Composite Construction
Session VIII – Disclosures and Presentations
Session IX – Alternative Assets
Session X – Verification and the GIPS Advertising Guidelines


What to Expect from the Expert Class

 

Day 1:

Session I: Professional Ethics
Session II: Rate of Return Calculations
Session III: Benchmarks
Session IV: Risk Measures


Day 2:

Session V: Performance Attribution (A) – Equities and Futures
Session VI: Performance Attribution (B) – Fixed Income
Session VII: Performance Appraisal


Day 3:

Session VIII: Foundations of the GIPS Standards
Session IX: Composites
Session X: Disclosures and Presentations
Session XI: Real Estate and Private Equity
Session XII: Wrap Fee/SMA Accounts
Session XIII: Verification and Advertising

With over2,000 students trained by The Spaulding Group in the field of performance, we have a proven track record of success. We recommend that you be properly prepared for this exam. No matter how long you have been in the industry, everyone has at least one area where they are not quite as strong as they would like to be. Plus, the review and interaction we offer will be enjoyable as well as educational. We offer an opportunity to help bring an element of expertise to all topics covered by this important measure of industry knowledge.

The CFA Institute and the CIPM program do not endorse or warrant the accuracy or quality of the products or services offered by The Spaulding Group, Inc. CFA Institute, CIPM and Certificate in Investment Performance Measurement are trademarks owned by the CFA Institute.