CIPM - Certificate in Investment Performance Measurement



  Certificate in Investment Performance Measurement (CIPM)
Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization CFA Institute
Qualification and Educational Requirements
Prerequisites Two years of professional experience in one or more positions 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
or

Four years of professional experience in the investment industry that primarily consists of:
  • Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process
  • Marketing investment management services
  • Monitoring an investment firm’s compliance with applicable laws, regulations, and standards
  • Evaluating or recommending investment managers
  • Supervising, directly or indirectly, persons who practice the activities set forth above
  • Teaching such activities
Education Requirements None
Examination Type Two 180-minute examinations (closed-book, proctored)
Continuing Education Requirements 45 hours every three years
Verification and Complaints
Check Professional Status Online None
Investor Complaint Process Online at Complaint Center
Published List of Disciplined Designees Yes at Current Industry-Related Sanctions
Accredited By None