The earlier you commit yourself, the greater your probability of success! 

The two-day CIPM Principles 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 CIPM Expert Exam Preparation is 3 full days, we recommend that you are fully prepared for this Expert level exam.

2013 CIPM Principles Prep Class

2013 CIPM Expert Prep Class

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

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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 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 over 3,500 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.