describe the nine major sections of the GIPS standards.

describe the nine major sections of the GIPS standards.

explain how the GIPS standards are implemented in countries with existing standards...

explain how the GIPS standards are implemented in countries with existing standards...

describe the scope of the GIPS standards with respect to an investment firm’s definition and...

describe the scope of the GIPS standards with respect to an investment firm’s definition and...

describe the key features of the GIPS standards and the fundamentals of compliance;

describe the key features of the GIPS standards and the fundamentals of compliance;

explain the requirements for verification.

explain the requirements for verification.

explain the construction and purpose of composites in performance reporting;

explain the construction and purpose of composites in performance reporting;

explain why the GIPS standards were created, what parties the GIPS standards apply to, and...

explain why the GIPS standards were created, what parties the GIPS standards apply to, and...

VII.RESPONSIBILITIES AS A CFA INSTITUTE MEMBER OR CFA CANDIDATE - B. Reference to...

VII.RESPONSIBILITIES AS A CFA INSTITUTE MEMBER OR CFA CANDIDATE - B. Reference to...

VII.RESPONSIBILITIES AS A CFA INSTITUTE MEMBER OR CFA CANDIDATE - A. Conduct as Participants..

VII.RESPONSIBILITIES AS A CFA INSTITUTE MEMBER OR CFA CANDIDATE - A. Conduct as Participants..

VI. CONFLICTS OF INTEREST - C. Referral Fees.

VI. CONFLICTS OF INTEREST - C. Referral Fees.

VI. CONFLICTS OF INTEREST - B. Priority of Transactions.

VI. CONFLICTS OF INTEREST - B. Priority of Transactions.

VI. CONFLICTS OF INTEREST - A. Disclosure of Conflicts.

VI. CONFLICTS OF INTEREST - A. Disclosure of Conflicts.

V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS - C. Record Retention.

V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS - C. Record Retention.

V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS - B. Communication with Clients

V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS - B. Communication with Clients

V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS - A. Diligence and Reasonable Basis

V. INVESTMENT ANALYSIS, RECOMMENDATIONS, AND ACTIONS - A. Diligence and Reasonable Basis

IV. DUTIES TO EMPLOYERS - C. Responsibilities of Supervisors.

IV. DUTIES TO EMPLOYERS - C. Responsibilities of Supervisors.

IV. DUTIES TO EMPLOYERS - B. Additional Compensation Arrangements.

IV. DUTIES TO EMPLOYERS - B. Additional Compensation Arrangements.

IV. DUTIES TO EMPLOYERS - A. Loyalty.

IV. DUTIES TO EMPLOYERS - A. Loyalty.

III. DUTIES TO CLIENTS - E. Preservation of Confidentiality.

III. DUTIES TO CLIENTS - E. Preservation of Confidentiality.

III. DUTIES TO CLIENTS - D. Performance Presentation.

III. DUTIES TO CLIENTS - D. Performance Presentation.

III. DUTIES TO CLIENTS - C. Suitability.

III. DUTIES TO CLIENTS - C. Suitability.

III. DUTIES TO CLIENTS - B. Fair Dealing

III. DUTIES TO CLIENTS - B. Fair Dealing

III. DUTIES TO CLIENTS - A. Loyalty, Prudence, and Care.

III. DUTIES TO CLIENTS - A. Loyalty, Prudence, and Care.

II. INTEGRITY OF CAPITAL MARKETS - B. Market Manipulation.

II. INTEGRITY OF CAPITAL MARKETS - B. Market Manipulation.

II. INTEGRITY OF CAPITAL MARKETS - A. Material Nonpublic Information.

II. INTEGRITY OF CAPITAL MARKETS - A. Material Nonpublic Information.

I. PROFESSIONALISM - D. Misconduct.

I. PROFESSIONALISM - D. Misconduct.

I. PROFESSIONALISM - C. Misrepresentation

I. PROFESSIONALISM - C. Misrepresentation

PROFESSIONALISM - Standard 1B. Independence and Objectivity

PROFESSIONALISM - Standard 1B. Independence and Objectivity

I. PROFESSIONALISM A. Knowledge of the Law

I. PROFESSIONALISM A. Knowledge of the Law

explain the ethical responsibilities required by the Code and Standards, including...

explain the ethical responsibilities required by the Code and Standards, including...