MODULE 1 – ESTABLISHING THE FRAMEWORK FOR THE EVALUATIONS
This first module establishes the analysis categorization of the Standards to provide the framework and scope for the application of the principles of the Standards in the course.
MODULE 2 – QUALIFICATION PRINCIPLES & EVALUATIONS
In this module participants will learn to identify and apply the principles of the GIPS that pertain to determining whether a prospective compliant firm qualifies to consider complying with the GIPS and recommend corrective action when necessary.
MODULE 3 – ABILITY PRINCIPLES & EVALUATIONS
This third module will equip participants with the principles and skills to evaluate whether a qualified firm is able to begin a claim of compliance with the GIPS immediately or may be required to begin claiming compliance at a future date based on certain deficiencies.
MODULE 4 – READINESS PRINCIPLES & EVALUATIONS
This last evaluation module outlines key consideration to determine whether a prospective compliant firm is organizationally and operationally ready to begin implementing the GIPS
MODULE 5 – APPLICATION CASE STUDIES
This last module equips participants to synthesize all the evaluation principles and apply to different prospective compliant firms to recommend a course of action for the firm in its quest to comply with the GIPS® Standards.