Advance your performance

evaluation skills

Join a select group of investment management professionals by pursuing the CIPM® designation. The Certificate in Investment Performance Measurement (CIPM) Program not only helps you develop skills and gain insights for driving better investment decisions, but also signals a level of professional competence that creates career opportunities within the profession.
Get information about the CIPM Program by submitting the form now.
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Today’s finance markets require professionals who can demonstrate trust, transparency, and analytical expertise. The CIPM Program delivers practice-based approaches and skills for individuals working in a variety of investment career paths, such as:
Portfolio Managers
Acquire the expertise to manage to KPIs. The CIPM Program provides insight into performance evaluation methods and prepares you to make optimal, defensible fund management decisions.
Investment Consultants
Refine your manager search and selection skills while designing strategies that protect investor outcomes. The CIPM Program gives you the skills to hire and retain best-in-class managers.
Performance Analysts
Data integrity is essential. By pursuing the CIPM designation, performance analysts can deepen their performance analysis and develop the skills to evaluate and present quality data.
“[The CIPM Program is an] excellent base from which to learn the tools necessary to inform portfolio performance discussions with both clients and investment teams.”
– Bruno Alves, CIPM, Head of Client Servicing

Ready to earn the CIPM designation to deepen your knowledge and increase your professional value? Get started in three steps.

Complete the form to get resources and information that will help you along your CIPM Program journey. Get curriculum samples for each exam level, hear from designation holders, and more.
Register for the CIPM exam. Registering gives you access to study materials and tools you need to prepare for the test, including the Learning Ecosystem, a supportive online learning platform.
Schedule your exam. CIPM Program candidates start their path to earning the designation by passing both the Level I and Level II exams. Exams are offered in March and September.