MODULE 1 – FRAMEWORK FOR APPLICATION & IMPLEMENTATION
In this first module, participants will identify the categories of the GIPS applicable to each type of prospective compliant firm and outline the key steps in the implementation process.
MODULE 2 – COMPLIANCE INFRASTRUCTURE PRINCIPLES & SETUP
The second module will enable participants to outline the components and principles for the establishment of an appropriate compliance infrastructure for the prospective compliant firm
MODULE 3: INFORMATION EXTRACTION & ORGANIZATION
In the third module, participants will identify, extract and collate key information and data required for implementing the standards
MODULE 4: EXECUTION OF COMPLIANCE – GENERAL GIPS®
In this fourth module, participants will execute various compliance processes to generate compliant presentations for the prospective compliant firm based on general GIPS principles.
MODULE 5: EXECUTION OF COMPLIANCE – SPECIALIZED GIPS®
In the fifth module, participants will execute various compliance processes to generate compliant presentations for the prospective compliant firm applying to specialized cases of real estate, private equity and asset owners.
MODULE 6: PREPARING FOR VERIFICATION
The last module will equip participants with the skills to prepare adequately for a verification of the claim of compliance of a compliant firm