Gain the critical knowledge needed for investment performance measurement, attribution, GIPS, 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, Portfolio Risk, Performance Boot Camp, and 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 over 3,500 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 our classes 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.
Download Training Brochure Here
Fundamentals of Performance Measurement
Schedule and Agenda
CFA Institute has approved this program, offered by The Spaulding Group, for 12 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
The Spaulding Group 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Performance Measurement Attribution
Schedule and Agenda
CFA Institute has approved this program, offered by The Spaulding Group, for 12 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
The Spaulding Group 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CIPM® Principles & Expert Exam Preparation
Schedule and Agenda
In-House / Custom training
For more information please contact
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at 732-873-5700
Performance Measurement Boot Camp
Please call Patrick Fowler for more information at 732.873.5700
