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SEC Marketing Rule: Common Pitfalls and Best Practices October 8, 2025

By Eva Swan posted 01 Oct, 2025 02:05 PM

  

Navigating the SEC Marketing Rule can be challenging. CFA Institute is hosting a webinar with Dechert LLP to address common pitfalls and share best practices. 

Experts will cover:

  • Predecessor performance 
  • Carve-outs and extracted performance 
  • The Marketing Rule FAQ on extracted performance Calculating net returns 

Join us on 8 October 2025 @12:00 PM ET for insights on these key topics and get your questions answered by industry professionals. 

Register now > https://cfainst.is/4pxAtyc

Can't attend live? Register for the recording. 

#CFAInstituteEvents