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CIPS - Transaction Tools: 1-Day Core Course
Dec 3, 2019 from 8:30 AM to 5:00 PM (ET)
CIPS: Transaction Tools 1-Day
ORRA Member Pricing: $129
Non ORRA Member Pricing: $144
Instructor: Zola Szerencses
This core class provides the tools needed to present investment information to international clients—in their currency and area. You will learn how to measure investment performance, prepare financial projections, and understand the effects of taxes and exchange rates on investment. This course must precede any other CIPS courses.
1. CE credit will not be awarded if arrival and check-in are not complete by 9:05 a.m. No exceptions. Please allow adequate commute time.
2. Check in with ORRA staff and sign morning and afternoon attendance sheets.
3. FREC requires a licensee attend 90% of each of the classroom hours. Physical attendance is required for the duration of class.
4. Electronic note-taking is permitted on silent devices, only. Cell phone use is permitted during designated breaks.
Accommodated with advance notice.
A fee of 50% will be assessed for cancellations received within 5 days of course date and no refund for No Shows. If you wish to cancel your education class or course registration, please contact ORRA's Professional Development Department at 407.513.7268 or e-mail firstname.lastname@example.org. Thank you.
1330 Lee Road
Orlando, FL 32810
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