Brand Guidelines for CIPM Review Courses

Review courses preparing students for the CIPM exams may make fair use of the CIPM®, Certificate in Investment Performance Measurement™, and GIPS® trademarks owned by CFA Institute. However, a preparatory course must not use these brands in its domain name, business name, trade name, product name, or trademark.

Acceptable:
Anderson Review, Inc.
Investment Performance Seminars, Inc.
“CIPM® Principles Level Review Seminar” offered by Anderson Review, Inc.
investmentperformanceprep.com

Not acceptable:
Anderson CIPM Review Program, Inc.
CIPM-PRO exam software
cipmexamreview.com

At this time, the Certificate in Investment Performance Measurement™ brand is not registered and should not be used with the ® symbol.

The following disclaimer must be included whenever the CIPM®, Certificate in Investment Performance Measurement™, and GIPS® marks are used:

The CIPM Association does not endorse, promote, review, or warrant the accuracy of the products or services offered by (Insert Company Name). CIPM®, Certificate in Investment Performance Measurement, and GIPS® are trademarks owned by CFA Institute.

Preparatory courses may also be subject to other restrictions contained in mailing list or reprint permission license agreements.

Review the CIPM Program Materials Copyright Permission Policy

For additional guidance, please contact Lisa Kellerman at lisa.kellerman@cfainstitute.org.