GIPS Training Course
1 day program, 6 CE credit hours
Course objective
To achieve a good understanding of Global Investment Performance
Standards (GIPS®) including; how to achieve compliance,
how to maximise the claim of compliance and understand the ongoing
implications of the claim of compliance.
Course Content
Session
1
Introduction
Why have
performance standards?
Who are the standards aimed at?
History of the Standards
Session 2
GIPS®
Detail
Defining the firm
Calculation
Composites
Disclosures
Presentation
Session 3
Independent
Verification
Session 4
Future
Governance
Structure
Changes to the standards
2010 review
Session 5
Guidance
Statements
Supplemental Information
Calculations
Large cash flows
Carve-outs
Error Correction
Session 6
Why do
it?
Asset managers
Pension Funds
Verification
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StatPro Training Courses
StatPro is registered with the CFA Institute as an Approved
Provider of continuing education programs.
All courses listed below are eligible for CE credit hours, as
granted by the CFA Institute.
If you are a CFA Institute member, CE credit for your
participation in this course will be automatically recorded
in your CE Diary.
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GIPS Composites
GIPS verification