This course provides all attendees with a grounding in the tools and techniques used to calculate investment performance. Students will be taken through practical examples. The class is conducted over two full days. Students will walk away with a working knowledge of the concepts that define performance measurement. Please see agenda below training calendar. The class typically runs from 8:30 am - 5:00 pm.
|Philadelphia, PA||May 14-15, 2013||Ritz-Carlton Hotel Philadelphia|
|San Francisco, CA||July 16-17, 2013||SF Hyatt Fisherman's Wharf|
|Vancouver, Canada||September 23-24, 2013||TBA|
|Chicago, IL||October 22-23, 2013||AMA Executive Conference Center|
|Boston, MA||November 22-23, 2013||TBA|
|New Brunswick, NJ||December 10-11, 2013||The Heldrich Hotel New Brunswick|
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.
RATES OF RETURN
PERFORMANCE PRESENTATION STANDARDS
THE PERFORMANCE MEASUREMENT PROFESSIONAL/ THE PERFORMANCE MEASUREMENT ORGANIZATION
Staff / Organization characteristics / trends
In addition to receiving a student guide that contains the details of the class presentation, each student receives supporting reference material to take back with them, including:
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.
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).