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INTELLECT

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Earning the CIPM Designation

The Certificate in Investment Performance Measurement (CIPM®) is widely recognized as the leading credential for investment performance analysis and risk evaluation. It signifies expertise in performance measurement, attribution, and ethical standards. The CIPM Program enhances both education and work experience, equipping professionals with the skills necessary to excel in performance evaluation, manager selection, and risk assessment in the investment industry.

Understanding the CIPM Certificate

Benefits of Earning a CIPM Designation

Mark of Distinction in Investment Performance Analysis

The CIPM designation demonstrates your expertise in investment performance measurement, attribution, and risk evaluation. It distinguishes you as a highly skilled professional in the field of performance evaluation, earning recognition from clients, colleagues, and employers.

Enhanced Career Opportunities & Global Recognition

The CIPM credential is respected by investment management firms, asset owners, and financial institutions worldwide. It opens doors to various roles, including performance analyst, risk manager, portfolio manager, and investment consultant, making you a valuable asset in the industry.

Advanced Knowledge in Performance and Risk Measurement

The CIPM curriculum is built on Global Investment Performance Standards (GIPS®), providing in-depth knowledge of return and risk evaluation, manager selection, and investment reporting. It equips you with skills to accurately assess and communicate investment results.

Exam Exemptions for CFA Charterholders

If you are a CFA Charterholder or have passed Level III of the CFA Program, you can directly enter Level II of the CIPM Program, making it easier and faster to earn the designation while complementing your CFA knowledge.

Stronger Client and Stakeholder Trust

By holding the CIPM designation, you demonstrate ethical commitment and technical expertise, which helps build credibility with clients and stakeholders. Your ability to explain performance results transparently fosters trust and long-term professional relationships.

Why Earn the CIPM Certification?

The CIPM Certification offers significant career advantages and professional credibility in the field of investment performance measurement. CIPM designation holders are recognized for their expertise in performance evaluation, risk assessment, and ethical standards. Many global employers, including asset management firms, investment consultancies, and financial institutions, seek professionals with the CIPM credential for roles in performance analysis, risk management, and investment reporting.

Career Opportunities

Performance Analyst

Investment Analyst

Portfolio Manager

Risk / Analyst Manager

Business
Analyst

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Considering the CIPM® Designation?

Earn the CIPM Certificate

Obtaining the CIPM certification demonstrates your expertise in investment performance measurement, performance attribution, and risk evaluation. While the CIPM Program is rigorous, successfully passing the exams will distinguish you from others in the field, providing a competitive edge and opening doors to new opportunities in the investment performance and risk management sectors.

Exam Details

Managed by CFA Institute, the CIPM Program is recognized as the leading credential for investment performance analysis and ethical standards. The CFA Institute oversees the curriculum, administers the examinations, and grants the certification. Given the challenging nature of the CIPM exams, thorough preparation and a strong understanding of key concepts will significantly enhance your chances of success.

How to Pass

The CIPM Program consists of two sequential exams—Level I and Level II—which must be completed to earn the designation. Understanding the requirements for each level, using effective study strategies, and focusing on key curriculum areas such as performance measurement, risk assessment, and manager selection will greatly improve your exam performance.

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