The Certificate in Investment Performance Measurement (CIPM®) Program leverages the expertise of CFA Institute, the respected global leader in investment education, ethics, and standards, to deliver practice-based approaches and develop skills for effective investment performance evaluation and manager selection.
CIPM Program exists to professionalize investment
performance - thus developing and qualifying future professionals, supporting
the GIPS standards, and strengthening performance/reducing risk for firms. We
aim to influence and elevate the role of performance professionals - Analysts
and others who produce performance reporting, and Investment Consultants and
Portfolio Managers/teams: decision-makers who rely on performance evaluation to
make or recommend manager selection decisions, or whose fund management
decisions are subject to rigorous appraisal.
Watch the CIPM Program Information Session with Thomas Porter - Head of CIPM Program at the CFA Institute
Exams offered in March and September
Early registration for the September 2020 CIPM exam open until 31 May 2020
CIPM Program registration period: 1 March - 31 July 2020
Scholarship application period: 1 March - 15 July
CIPM exam window: 16–30 September 2020
Waiver: *CFA charterholders and those who have successfully passed the Level III CFA® exam can enter and complete the program directly at Level II.
CIPM Factsheet - CIPM_factsheet.pdf
CIPM Candidate Guide - CIPM Candidate Guide 2019-20.pdf
CIPM Exam Exemptions factsheet - CIPM Exam Exemptions factsheet.pdf
CIPM Competency-based curriculum - CIPM Program - Competency-based curriculum.pdf