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UID:6621-1735995600-1736002800@cfanorthcarolina.org
SUMMARY:Level III Essay Writing Workshop
DESCRIPTION:Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay questions is almost as important as knowing the actual CFA curriculum content\, and a lot of candidates don’t take the necessary time to prepare. \n\n\n\nPlease join Glen Holden\, Jr.\, CFA as he guides you through the essay writing process of the Level III CFA Exam. This workshop will take you through the CFA Institute Essay Grading Methodology\, Test Taking Tips\, and Pitfalls that can occur during the Level III Exam.
URL:https://cfanorthcarolina.org/event/level-iii-essay-writing-workshop/
CATEGORIES:Candidate Focused Event,Virtual
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UID:6623-1737054000-1737059400@cfanorthcarolina.org
SUMMARY:Overview of the Global Investment Performance Standards (GIPS)
DESCRIPTION: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. \n\n\n\nIf 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. \n\n\n\nThe 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. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2025 Level I CFA Curriculum Volume 10\, Module 4: \n\n\n\nDescribe the concept of independent verification \n\n\n\nExplain why the GIPS standards were created\, who can claim \n\n\n\nCompliance\, and who benefits from compliance \n\n\n\nDescribe the key concepts of the GIPS Standards for Firms \n\n\n\nExplain the purpose of composites in performance reporting \n\n\n\nDescribe the fundamentals of compliance\, including the \n\n\n\nRecommendations of the GIPS standards with respect to the \n\n\n\nDefinition of the firm and the firm’s definition of discretion
URL:https://cfanorthcarolina.org/event/overview-of-the-global-investment-performance-standards-gips-2/
CATEGORIES:Candidate Focused Event,Virtual
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