Firms that claim compliance with the Global Investment Performance Standards (GIPS®) are now required to register with the CFA Institute on an annual basis. We’ve touched on this new requirement in both this blog and our newsletter, and had a webinar conducted by a representative from the CFA Institute several weeks ago. We’ve decided to provide even more help and information.

GIPS Annual Registration Webinar: Learn everything you need to know about this new requirement!

My colleague, John D. Simpson, CIPM, will conduct a webinar on June 2nd at 11 AM EST.  Here is just a brief summary of some of what John will cover:

• Hear the history behind this new requirement for GIPS compliant firms (why it’s now part of the Standards)
• Get the details on what is required and what’s optional (i.e., you don’t have to fill in the entire form)
• Obtain answers to your questions regarding firm notification (send them in early, or during the webinar)

John will have formal material prepared which he’ll cover, and he’ll also allow plenty of time for your questions.

To register, please go here.

Oh, and this webinar is free! Please register today!