Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level I CFA Curriculum.
If you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients, then this event is for you.
The GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals.
This discussion will follow CFA Institute’s Learning Outcome Statements for 2025 Level I CFA Curriculum Volume 10, Module 4:
- Explain why the GIPS standards were created, who can claim
- Compliance, and who benefits from compliance
- Describe the key concepts of the GIPS Standards for Firms
- Explain the purpose of composites in performance reporting
- Describe the fundamentals of compliance, including the
- Recommendations of the GIPS standards with respect to the
- Definition of the firm and the firm’s definition of discretion
- Describe the concept of independent verification