CIPM Program
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What is CIPM?

The CIPM program leverages the global expertise of CFA Institute to deliver practice-based approaches and skills for effective investment performance and risk evaluation, manager selection, and investment reports steeped in accountability.

What Does it Cover?

The CIPM curriculum is based on an advanced body of knowledge that is continuously reviewed and updated by more than 1,000 active investment practitioners around the world to ensure that it reflects the most relevant trends and the core competencies most needed by today’s top investment employers.

Performance and Risk Evaluation (70%)
Ethical and Professional Standards (30%)

Who is it for?

  • Portfolio managers
  • Investment consultants
  • Financial advisors
  • Sales and client service professionals
  • Other investment professionals involved in selecting portfolio managers, evaluating portfolio performance, or communicating with clients

Learn more and register HERE