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Gain the critical knowledge needed for investment performance measurement, attribution and risk...
As performance measurement's role continues to grow, there is an increased need for qualified personnel. We have several well regarded "off-the-shelf" investment performance measurement training classes that we can deliver to your team including: Fundamentals of Performance Measurement, Performance Measurement Attribution, Mini-Boot Camp, and our CIPM Prep Classes (Principles and Expert Levels). We also offer customized training to better suit your unique requirements. Our classes have become very popular and many firms bring us in year after year to train their new staff. To date we have trained nearly 3,000 people. Our courses are highly interactive and "real world." Students are afforded the opportunity to present and discuss issues that they may be wrestling with. Exercises are provided throughout each class to give students the chance to try out various formulas and techniques to which they have been introduced. In addition, the instructor uses case studies and real life examples to enhance the material and make the concepts more relevant.
Fundamentals of Performance Measurement
Schedule and Agenda
15 CPE and/or 12 PD Credits for attending this class
Performance Measurement Attribution
Schedule and Agenda
15 CPE and/or 12 PD Credits for attending this class
CIPM™ Principles & Expert Exam Preparation
Schedule and Agenda
Performance Measurement Boot Camp
Please call Patrick Fowler for more information at 732.873.5700
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All of our investment performance measurement training classes are also available in-house. We can customize a class to meet your firm's exact needs or we can teach one of our standard courses. Advantages include:
- Reduced tuition (44% off of our normal tuition price)
- No travel expenses (other then for the instructor)
- No time away from the office
- Option to customize class to firm's specific needs
- No schedules to coordinate
- Personalized service
- Scheduling flexibility - you choose the date
- Save on development time and costs... we've done the work for you
- Peace of mind... in-house training allows indispensable staff to get the training they need yet still be accessible should you need them
- We'll meet your expectations... we find out what you need from the course beforehand, ensuring we meet your expectations.
For more information please contact
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at 732-873-5700
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