Access the Most Requested Policies and Procedures
Admission and Appointment Policy
Review the rules for scheduling your exam with Prometric and the Admission Policy regarding late arrival for the CIPM exam.
Calculator Policy
Learn which calculators are authorized for use during the CIPM exam.
Code of Ethics and Standards of Professional Conduct
When you enroll in the CIPM Program, you commit to our Code and Standards.
Personal Belongings Policy
Learn what items are permitted in the testing room, what is not permitted, and COVID testing policy procedures.
Refund and Deferral Policy
Please review the CIPM Refund and Deferral Policy to determine if you may qualify for a refund.
The Complete List of CIPM Program Policies and Procedures
Admission and Appointment Policy
You are responsible for scheduling your exam appointment with Prometric at least 9 days before your exam window closes.
Calculator Policy
The Calculator Policy states that only two models of business calculator are authorized for use during the CFA and CIPM exams. Read the policy to find out more about which calculators are authorized.
Code of Ethics and Standards of Professional Conduct
The Code of Ethics and Standards of Professional Conduct (Code and Standards) are the ethical benchmark for investment professionals around the globe. As a CIPM Program candidate you are required to follow the Code and Standards.
Disability Accommodations
CFA Institute is committed to offering the CIPM exam in a manner and location accessible to individuals with disabilities, in compliance with legal regulations. Learn about the requirements for requesting disability accommodations.
Exam Eligibility Policy
Candidates will have a total of six maximum attempts per exam level.
Identification Policy
CFA Institute requires that every CIPM candidate has a valid international travel passport. This policy establishes one global standard we can use to confirm the identity of our candidates. View identification exceptions.
Misconduct and Rules Violations
If you engage in any misconduct during the CIPM exam, you may be dismissed from the test center and subject to other penalties. Read all Misconduct and Rules Violations.
Payment Methods
Acceptable payment methods.
Personal Belongings Policy
Learn what items are permitted in the testing room, what is not permitted, and COVID testing policy procedures.
Refund and Deferral Policy
Read the Refund and Deferral Policy for the CIPM exam.
Trademark Usage Guide for CIPM Certificants
Guide for those who have earned the CIPM certificate to use CIPM Marks, symbols of professionalism and integrity that distinguish CIPM certificants. These include CIPM® and Certificate in Investment Performance Measurement™.
Unscheduled Break Policy
During testing, candidates are allowed up to two unscheduled breaks.
Advance Your Career
Earn the CIPM designation to deepen your knowledge and increase your professional value. First time registrants must enroll in the CIPM Program. Click on the link below, create an account, and gain access to everything you need to prepare for the CIPM exam.
