CFA Society Netherlands

A Member of the CFA Institute Global Network of Societies

 CIPM Program

The Certificate in Investment Performance Measurement (CIPM) program develops and tests the performance evaluation and presentation expertise of investment professionals.

The two-level CIPM program is based on an online, self-directed curriculum that allows candidates to study and earn the credential while staying fully employed. To earn the certificate, a candidate must enrol and pass two exams, become a regular member of the CIPM Association, and meet professional experience requirements. There are two exam periods per year, so it is possible to complete the program in one year.

Both the Principles and the Expert exams test the following concepts:

  • Ethical and professional standards
  • Performance measurement, attribution, and appraisal
  • The Global Investment Performance Standards (GIPS

The Principles level emphasizes the conceptual foundations of performance measurement, attribution, and appraisal as well as the provisions of the GIPS standards. The Expert level emphasizes performance evaluation and presentation, including application of the appropriate tools and inputs in more complex situations and the GIPS Guidance Statements.

Learn more about the CIPM Program 

Links to the current study guides for each level. These provide an overview of what candidates will learn in the program:

Principlescipm_principles_studysessions.pdf 

Expert: cipm_expert_studysessions.pdf