Here’s How You Can 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 investment performance measurement 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.
2019 Investment Performance Measurement Training Schedule
Fundamentals of Performance Measurement (12 CE / 15 CPE Credits)
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 (12 CE / 15 CPE Credits)
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.
CFA Institute has approved this program, offered by The Spaulding Group, for 8 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.
In-House / Custom training
For more information please contact Patrick Fowler at 732-873-5700
“We brought The Spaulding Group into train a large part of our staff in performance, risk, attribution, and GIPS and we are very pleased with the results. The class was thorough and informative. The attendees were engaged and gained new skills that will help them in their day-to-day activities at our firm. I highly recommend The Spaulding Group’s performance measurement training.”
–Jeanne Ludwig, Northern Trust
“We hired The Spaulding Group to train our performance team because their in-house training option gave us a quality training program for a great value. The attendees really enjoyed the class and learned useful and applicable skills. They really appreciated that we brought in a leading expert on performance to work with them. I highly recommend The Spaulding Group to anyone who has staff that needs a better understanding of performance topics.”
–Chantal Decker, Vice President-Compliance, Wedge Capital Management
“The class was extremely informative. We learned new things and it brought additional perspective to things we already knew. Though we covered a lot in two days, we all thought it kept our interest and was well worth the time.” Top 20 University Endowment Director
Performance Measurement Boot Camp
Please call Patrick Fowler for more information at 732.873.5700