Learning Module 4 of Ethical and Professional Standards 15–20% of the exam
Introduction to the Global Investment Performance Standards (GIPS)
4 lessons. About 0 minutes in cram mode, 0 minutes in full.
Lessons for this module are being written. The outcomes and lesson plan below are final.
Lessons
- 1 Why Were the GIPS Standards Created, Who Can Claim Compliance, & Who Benefits from Compliance?
Coming soon
- 2 Composites
Coming soon
- 3 Fundamentals of Compliance
Coming soon
- 4 Verification
Coming soon
What the exam expects you to do
- 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.