Professional Documents
Culture Documents
CIPM
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www.cfainstitute.org
WHAT IS CIPM? HOW CAN IT HELP YOU?
The only credential of its kind, the CIPM program leverages the global Increase your practical expertise to stay competitive
expertise of CFA Institute, the respected global leader in investment
education and ethics, to deliver practice-based approaches and skills Learn to spot actionable analytical information.
for effective investment performance and risk evaluation, manager Understand how to thoroughly evaluate investment managers.
selection, and investment reports steeped in accountability. Keep pace with the industrys latest performance evaluation and
presentation skills.
Gain applicable knowledge and skills demanded by the industry.
Access support, tools, and resources to stay current throughout
WHAT DOES IT COVER? your career.
The CIPM curriculum is based on an advanced body of knowledge Earn recognition for influencing decisions
that is continuously reviewed and updated by more than 1,000 active
investment practitioners around the world to ensure that it reflects Position yourself as an expert to deliver actionable insights that
the most relevant trends and the core competencies most needed by shape decision making.
todays top investment employers. Better articulate and communicate performance information to
colleagues and clients.
Performance and Risk Evaluation (70%) Build credibility and trust with clear and complete reporting skills.
Leverage the recognition and respect for CIPM across the industry
Learn to spot actionable analytical information. and around the world.
Understand how to thoroughly evaluate investment managers.
Keep pace with the industrys latest performance evaluation and Gain a reputation for accountability
presentation skills.
Gain applicable knowledge and skills demanded by the industry Demonstrate a commitment to professional ethics and
Access support, tools, and resources to stay current throughout transparency.
your career. Build trust by using globally comparable and consistent metrics.
Better meet fiduciary responsibilities with improved risk practices.
Ethical and Professional Standards (30%) Deepen client and colleague relations with insightful and
transparent communications.
Investment performance and reporting standards
Ethics Improve performance to build your business
www.cfainstitute.org