CIPM™ Principles Exam Preparation

2008 Training Schedule

LOCATION DATES VENUE
New Brunswick, NJ August 25-26, 2008 Heldrich Hotel
 
 

What to Expect From the Principles Class

Day 1:

Session I – Ethical Standards: 9:00 to 10:00
Session II – Performance Measurement and Benchmark Analysis: 10:00 to noon
Lunch: noon to 1:15
Session II continued: 1:15 to 2:00
Session III – Performance Attribution: 2:00 to 3:30
Session IV – Performance Appraisal: 3:30 to 5:00

Day 2:

Session V – After-tax Performance: 9:00 to 10:15
Session VI – Foundation of the GIPS Standards: 10:15 to noon
Lunch: noon to 1:15
Session VI continued: 1:15 to 2:00
Session VII – Composite Construction: 2:00 to 2:45
Session VIII – Disclosures and Presentations: 2:45 to 3:30
Session IX – Alternative Assets: 3:30 to 4:15
Session X – Verification and the GIPS Advertising Guidelines: 4:15 to 5:00

 

CIPM™ Expert Exam Preparation

2007 Training Schedule

LOCATION DATES VENUE
New Brunswick, NJ August 27, 28 & 29, 2008 Heldrich Hotel


What to Expect from the Expert Class

Day 1:

Study Session I: Professional Ethics (2 hours)
Study Session II: Rate of Return Calculations (2 hours)
Study Session III: Benchmarks (1 hours)
Study Session IV: Risk Measures (2 hours)

Day 2:

Study Session V: Performance Attribution (A) – Equities and Futures (3 hours)
Study Session VI: Performance Attribution (B) – Fixed Income (3 hours)
Study Session VII: Performance Appraisal (1 hour)

Day 3:

Study Session VIII: Foundations of the GIPS Standards (1.5 hours)
Study Session IX: Composites (1 hour)
Study Session X: Disclosures and Presentations (1 hour)
Study Session XI: Real Estate and Private Equity (1.5 hours)
Study Session XII: Wrap Fee/SMA Accounts (1 hours)
Study Session XIII: Verification and Advertising (1 hour)

 

Learn about the history of the program from the
CFA Website
.

 
 


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 Investment Performance Measurement and CIPM Association™ are trademarks owned by the CFA Institute.

Back to Training Page

To Register for one of the above Training Dates