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Policies and Procedures

Our policies and procedures protect the integrity of the CIPM® Program, ensuring the exam process is fair for all candidates. It is your responsibility to read and understand all policies set forth by CFA Institute. During the registration process, all candidates are required to agree to abide by the policies listed here, as they are updated from time to time.

You will also want to review the latest Prometric COVID updates.

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Access the Most Requested Policies and Procedures

Review Policies

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.

Exam Eligibility Policy
Candidates will have a total of six maximum attempts per exam level.

Exam Record Policy
CIPM Exam Record Policy states that exam scores and responses to exam questions are part of a candidate's exam record. This information is owned by CFA Institute.

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.

No Cheating Policy
Cheating is not permitted on the CIPM exam.

No Disclosure Policy
Read the rules regarding the confidentiality of the CIPM exam.

No Misuse Policy
Rules regarding the misuse of the CIPM exam.

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.

Sample Candidate Privacy Notice
When you enroll in the CIPM Program, you will be prompted to read and acknowledge a candidate privacy notice.

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.

Enroll and Register
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