CIPM Work Experience Requirements

After 1 October 2019, you will need to be an active member of CFA Institute in order to maintain your CIPM designation. Until then, there are different membership requirements depending on when you registered for the CIPM Program.

To qualify for CFA Institute regular membership, you need:

Don't have the work experience required for CFA Institute regular membership?

If you registered for the CIPM Program before 30 September 2017, you can still qualify for the CIPM designation if you become a member of the CIPM Association. However, you will need to qualify for and transition to active, CFA Institute regular membership by 1 October 2019 to maintain use of the CIPM designation.

To qualify for CIPM Association membership, you need:

  • Two years of professional experience in one or more positions substantially entailing performance-related activities, such as
    • Calculating, analyzing, evaluating, or presenting investment results
    • Providing consulting, technological, legal/regulatory, or accounting services directly in support of such activities
    • Verifying compliance with the GIPS standards
    • Supervising, directly or indirectly, persons who practice such activities
    • Teaching such activities

Summer, part-time, and internship positions do not qualify. CFA charterholders, regular members of CFA Institute, and members of the Associates of the Society of Investment Professionals (ASIP) are exempt from the CIPM work experience requirement because they have already met it.

How to Submit Work Experience

You may update your work experience for membership with CFA Institute or the CIPM Association online at any time.

How to Complete the Process

After you pass Level II of the CIPM Program, we evaluate the work experience in your online profile. You will receive a confirmation email if you qualify for CFA Institute regular membership. Once you join and become an active member, the CIPM certificate will be awarded to you.

If you are notified that you were not approved, update your work experience profile and contact us. If at first you are not approved, you may repeal the decision by submitting additional details about your day-to-day duties and responsibilities.