Employers participate in partnership opportunities that include supporting the CFA and CIPM programs, taking advantage of our educational and career resources, and voluntarily adopting our ethical codes and standards such as the Global Investment Performance Standards (GIPS). 

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Investment firms can build an environment of credibility and trust through voluntary compliance with the Global Investment Performance Standards (GIPS) standards.

What do the GIPS standards provide your firm?

• Global passport − Formally recognized in 29 major financial markets; compliance enables your firm to fairly compete throughout the world
• Efficiency − The Standards allow firms to voluntarily provide compliant information to investors, leading to more effective and efficient markets
• Internal controls − The Standards provide a realistic, standardized framework necessary to ensuring performance figures are directly comparable
• Credibility − Meeting the globally recognized industry standard demonstrates commitment to ethical practices

Learn more about GIPS

Our Prep Provider Guidelines Program was established as a way for providers of prep programs, products, and services to improve their educational process. Better and more accurate information should help candidates make more informed decisions when selecting preparatory products and services.

Providers participating in the program agree to follow guidelines and high standards in their promotions and communications to candidates.

Learn more about the Prep Provider Guidelines Program

The CIPM Trainer Guidelines Program has been established by CFA Institute and the CIPM program as a means for providers of CIPM prep programs, products, and services to improve their training process for CIPM program candidates.

Participation in the guidelines program is voluntary and open to prep providers who develop their own content and/or courses and who agree to abide by all terms and conditions of the program.

Learn more about the Trainer Guidelines Program