GIPS Study guides, Class notes & Summaries
Looking for the best study guides, study notes and summaries about GIPS? On this page you'll find 61 study documents about GIPS.
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CFA The GIPS Standards level 1
- Exam (elaborations) • 8 pages • 2023
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comprehensive CFA Level 1 preparation course, backed by your dedication and hard work, you have everything at your disposal to conquer the exam and propel yourself towards a successful career in the world of finance. Stay focused, keep practicing, and trust in your abilities. You are ready to pass the CFA Level 1 exam and unlock a world of opportunities in the finance industry!
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CFA Level 1 Q&A Entire Exam + Explanation | Questions with 100% Correct Answers | Updated & Verified
- Exam (elaborations) • 27 pages • 2024
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Sharon Fields, CFA, provides her two weeks' notice and prepares over the next two weeks to transition 
into her own business. She clears her personal computer of contacts and turns over all client records to 
her employer. Her contract requires a two-year waiting period before contacting clients located in her 
client file. After her final day with her employer, she updates her personal pages on social media sites 
and promptly receives several calls and inquiries for her services from form...
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CFA GIPS Standards - Level 1 Schweser's Qbank
- Exam (elaborations) • 11 pages • 2023
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- $4.69
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comprehensive CFA Level 1 preparation course, backed by your dedication and hard work, you have everything at your disposal to conquer the exam and propel yourself towards a successful career in the world of finance. Stay focused, keep practicing, and trust in your abilities. You are ready to pass the CFA Level 1 exam and unlock a world of opportunities in the finance industry!
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CFA Level 1 Q&A Entire Exam + Explanation | Questions with 100% Correct Answers | Updated & Verified
- Exam (elaborations) • 27 pages • 2023
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- $12.49
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CFA Level 1 Q&A Entire Exam + Explanation | Questions with 100% 
Correct Answers | Updated & Verified 
Sharon Fields, CFA, provides her two weeks' notice and prepares over the next two weeks to transition 
into her own business. She clears her personal computer of contacts and turns over all client records 
to her employer. Her contract requires a two-year waiting period before contacting clients located in 
her client file. After her final day with her employer, she updates her personal pages ...
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CFA Introduction to GIPS level 1
- Exam (elaborations) • 6 pages • 2023
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- $5.49
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comprehensive CFA Level 1 preparation course, backed by your dedication and hard work, you have everything at your disposal to conquer the exam and propel yourself towards a successful career in the world of finance. Stay focused, keep practicing, and trust in your abilities. You are ready to pass the CFA Level 1 exam and unlock a world of opportunities in the finance industry!
Fear of missing out? Then don’t!
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CFA Level 1 Q&A Entire Exam + Explanation | Questions with 100% Correct Answers | Updated & Verified
- Exam (elaborations) • 27 pages • 2023
-
- $15.49
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Sharon Fields, CFA, provides her two weeks' notice and prepares over the next two weeks to transition 
into her own business. She clears her personal computer of contacts and turns over all client records to 
her employer. Her contract requires a two-year waiting period before contacting clients located in her 
client file. After her final day with her employer, she updates her personal pages on social media sites 
and promptly receives several calls and inquiries for her services from former c...
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CFA Level 1 - Ethics, Professional Standards, and GIPS QUESTIONS WITH COMPLETE SOLUTIONS
- Exam (elaborations) • 26 pages • 2023
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Available in package deal
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Stakeholders correct answers Individuals or groups of individuals who could be affected either directly or indirectly by a decision (Have a stake in decision) 
 
Ethics correct answers A set of moral principles and rules of conduct that provide guidance for our behavior 
 
Moral/ethical principles correct answers Beliefs about what is good, acceptable, obligatory, and what is bad, unacceptable, or forbidden 
 
Do moral/ethical principles pertain to yourself or others? correct answers...
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CFA GIPS Standards
- Exam (elaborations) • 11 pages • 2023
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- $8.49
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CFA lv 1 mock Exams
- Exam (elaborations) • 74 pages • 2024
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CFA lv 1 mock Exams 
Jack Fahey, CFA, is a portfolio manager of Pacific Sunrise Investments, which does not claim compliance with the Global Investment Performance Standards (GIPS). When presenting the historical performance of his small-cap growth composite, Fahey notes that only fee-paying accounts are included, but he does not mention that both discretionary and non-discretionary accounts are included. Has Fahey most likely violated the Standards? 
 
Yes, with respect to performance presentat...
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CFA Code of Ethics Exam 2022/2023 with complete solutions
- Exam (elaborations) • 11 pages • 2022
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- $10.99
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"Park is very frustrated after taking her Level II exam. While she was studying for the exam, to supplement the curriculum provided, she ordered and used study material from a third-party provider. Park believes the additional material focused her attention on specific topic areas that were not tested while ignoring other areas. She posts the following statement on the provider’s discussion board: “I am very dissatisfied with your firm’s CFA Program Level II material. I foun...
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