ANALYZING INVESTMENT PERFORMANCE (AIP)
FOR FAMILY OFFICE PROFESSIONALS

5th-6th Dec ’19

Earn upto 20 CPE Credits

The Analyzing Investment Performance (AIP) program, is prepared in accordance with AICPA guidelines and delivered by accomplished faculty from Drexel University, LeBow College of Business.

 

These sessions will engage around 25 CPA participants representing premier US HNW family offices involved with the accounting, tax and investment operations of their Family Offices and with close proximity to the family principals.

Course Overview

Investment Performance Concepts

Entity & Transactions Foundations

Advanced Transactions 

Financial Statement Analysis

Investment Taxation

Capstone Project

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$1,799

Registration fees 

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