Congratulations! You are starting to study the CFA Level 1 material!
In this first part, you have to learn the Code of Ethics and Standards of Professional Conduct… 434 more words
Ashland Partners & Company LLP and John Norwood Consulting, LLC have co-developed a data-extraction utility to support the GIPS® verification process for Ashland Partners’ clients using Schwab PortfolioCenter. 138 more words
Working in the Client Relations Group at Ashland Partners gives us insight into the minds of Registered Investment Advisors as they evaluate whether GIPS compliance and verification is the appropriate action for their firm. 616 more words