Introduction
to Performance Measurement
15 CPE and/or 12 PD Credits for attending this class
Performance
Measurement Attribution
15 CPE and/or 12 PD Credits for attending this class
CIPM™ Principles
& Expert Exam Preparation
Performance
Measurement Boot Camp
31 PD Credits for attending this class
Performance
Measurement for
Plan Sponsors & Consultants
A unique introduction
to
Performance Measurement especially designed for those individuals
who require a solid grounding in all aspects of performance
measurement.
This program will
be conducted in a group-live delivery method and is intended to cover
a basic program level. There are no prerequisites for this course
and there is no advanced preparation required.
Upon completion
of this course you will earn
15 CPE Credits
and/ or
12 PD Credits
The Spaulding Group is registered with CFA Institute as an Approved
Provider of professional development programs. This program is eligible
for 12 PD credit hours as granted by CFA Institute.
What a few students have said
about our Introduction to Performance Measurement Class and its instructors,
David Spaulding and John Simpson.
Gain
the Critical Knowledge Needed for Performance Measurement
The role
of the performance measurement staff has grown considerably. Money management
firms are adding to their performance measurement staffs. But where
can these people go to gain the knowledge they need to succeed?
Course Content:
This two-day course builds upon David Spaulding's
popular book Measuring Investment Performance, (out-of-print)
published by McGraw-Hill. (Students receive a complimentary copy
of David's most recent book: The
Handbook of Investment Performance).
Performance
Measurement Attribution
Two
days devoted to this increasingly important topic.
Acquire the Essential Knowledge Required for Performance Attribution
This
program will be conducted in a group-live delivery method and is intended
to cover a basic program level. There are no prerequisites for this
course and there is no advanced preparation required.
Upon
completion of this course you will earn
15 CPE Credits
and/ or
12 PD Credits
The Spaulding Group is registered with CFA Institute as an Approved
Provider of professional development programs. This program is eligible
for 12 PD credit hours as granted by CFA Institute.
As
performance measurement's role grows, there's an increased need for
qualified personnel. Attribution is an area that's especially important.
But where can performance measurement professionals gain the knowledge
they need in this vital area?
What a few students have said
about our Performance Measurement Attribution Class and its instructors,
David Spaulding and John Simpson.
Course
Content:
CIPM™
Principles & Expert Exam Preparation
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!
In
2003, The Spaulding Group formed a "blue ribbon committee"
to develop a formal certification program for investment performance
professionals. In 2004, after learning of the CFA Institute's plan to
offer a similar program, we transferred our work product to them. In
addition, several of our committee members have become members of the
CGIPS development team. We are proud to hav ebeen instrumental in raising
the consciousness and importance for this program and congratulate the
CFA institue on moving forward with it. we are pleased to continue our
support by offering training and guidance to those who wish to become
CIPM certified.
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
With
over 1,000 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.
Learn
about the history
of the program from the CFA
Website.
What a few
students have said about our CIPM Classes and its instructors, David
Spaulding and John Simpson.
Performance
Measurement for Plan Sponsors & Consultants
This
1-day course covers performance from the perspective of the end-user
of the information. It addresses:
Limited
Class Size
To insure each student gets the time and attention they require, we
limit the class size to 25 students.
To sign up for an upcoming class or to acquire more information please
contact Patrick Fowler.
The Spaulding Group, Inc. 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 addressed
to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville,
TN 37219-2417. Website: www.nasba.org
The CIPM Association and CFA Institue do not endorse, promote, review,
or warrant the accuracy of the products or services offered by The Spaulding
Group, Inc. or verify or endorse the pass rates claimed by The Spaulding
Group, Inc. CIPM™, Certificate in Global Investment Performance
Standards™
and CIPM Association™ are trademarks owned by the CFA Institute.
Complaint
Resolution Policy
For
more information regarding administrative policies such as complaint
and refund, please contact our offices at: 732-873-5700
