Investment Planning and Capital Suffic ...
Capital sufficiency analysis (or capital needs analysis) is the process by which a... Read More
Application of the Code and Standards
Los 32 c, d: Asset Manager Code
Los 33 c: Explain the recommended valuation hierarchy of the GIPS standards
Los 33 e, f: Composites: Identifying Eligible Portfolios and Establishing Investment Strategies
Los 33 h: Explain requirements of the GIPS standards with respect to presentation and reporting
Los 33 j: Discuss the purpose, scope, and process of verification