Earn the Leading Designation for Performance Evaluation
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Develop Expert Skills with Wide Application
Distinguish yourself with advanced portfolio evaluation and manager search and selection skills.
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Take Advantage of Exam Exemptions
Use your charterholder status to enter and complete the CIPM Program directly at Level II.
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Practice Continuing Education
Demonstrate your commitment to maintaining globally relevant and practice-based investment performance and risk evaluation skills.
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Earn a Global Passport
Investment management professionals and institutions around the world recognize CFA Institute credentialing programs. View available waivers.
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Deepen Your Insights
Add a deeper level of understanding to performance results, risk analysis, and reporting.
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Build Stronger Client Relationships
Gain the trust of sophisticated clients through expert understanding and explanation of performance results.
Earn an Advanced CIPM Specialty Designation
The CIPM Program curriculum prepares you in effective investment performance (return and risk) evaluation, manager selection, and investment reporting based on the Global Investment Performance Standards (GIPS®) standards.
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level i
Portfolio Performance Measurement and Attribution
Emphasizes the conceptual foundations of portfolio performance measurement, attribution, appraisal, and presentation, as well as the GIPS standards. This level is weighted more heavily on performance measurement and attribution.
- 100 multiple-choice questions
- 3 hours
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level ii
Performance Appraisal and Manager Selection
Emphasizes performance appraisal and manager selection, including application of the appropriate tools and inputs in more complex investment decision-making situations.
- 20 item sets, each containing 4 multiple-choice questions
- 3 hours
Get Familiar with CIPM Exam Dates, Fees, and Locations
CIPM Testing Centers Around the World
The CIPM exams are offered at many Prometric test centers around the world. After you register, you can schedule your own exam appointment through your CFA Institute account.
Understand CIPM Exam Fees
Learn about fees and deadlines for upcoming exam registration.
We Invest in Your Success
Once you are a registered candidate, you gain access to a wealth of information to help you study for exams and excel in your career. The Learning Ecosystem houses the entire CIPM curriculum, as well as:
- Personalized Study Plans
- Flashcards
- Practice Questions
- Mock Exam
- Candidate Discussion Board
Stay Informed
Interested in advancing your career with the CIPM Program, but not ready to register? Sign up to receive the latest news and information.
Essential Reading
Learn more about the program and the future of performance evaluation.
CIPM Program Fact Sheet (PDF)
Get basic facts about the CIPM Program, who pursues it, and how investment management certification can help you in your career.
Advance Your Career
Earn the Certificate in Investment Performance Measurement 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.
