60 Percent of CFA Institute CIPM® Candidates Pass Final Exam

New York City, United States, 14 May 2018: CFA Institute, the global association of investment management professionals, reports that 60 percent of the candidates who sat for the Level II exam in the Certificate in Investment Performance Measurement (CIPM®) program in March 2018 have passed. These successful candidates can now use the CIPM designation to demonstrate their mastery of skills in evaluating investment performance and risk, delivering actionable insights to shape investment decisions, selecting superior fund managers, and communicating performance clearly and effectively to investors.

The new certificants join more than 2,000 investment professionals worldwide who hold the CIPM designation, demonstrating their commitment to serving society and their clients’ interests first through professionalism and integrity.


“The CIPM designation focuses primarily on portfolio performance evaluation and manager selection, making it the only industry credential of its kind,” said Thomas Porter, head, CIPM Program. “As a complement to the CFA® designation or on its own, the CIPM designation assures investors that their needs are being served at the highest level of professionalism, competency, and ethical standards.”

The CIPM Program promotes professional and ethical excellence in portfolio performance and risk management, enabling certificants to evaluate and communicate investment performance in a transparent and insightful way. Successful CIPM candidates include Portfolio Managers, Investment Consultants active in manager selection, Investment Performance Analysts, Financial Advisors, and Risk Analysts, among others.

The CIPM curriculum is based on an advanced body of knowledge that is continually reviewed and updated by more than 1,000 active investment practitioners around the world to ensure that the curriculum remains relevant and reflective of current practice in investment performance evaluation. Approximately 70 percent of the CIPM curriculum covers advanced performance evaluation and the remainder focuses on ethical and professional standards.

“The CIPM Program is the essential cornerstone to developing performance measurement into a fully-fledged profession,” said Carl Bacon, CIPM, chairman, StatPro. “There’s an acknowledgement of the need for the skillset that the CIPM Program offers in the back, middle, and front office—skills that really add value for an asset management firm.”

To earn the CIPM designation a candidate must enroll and pass two exams (Levels I and II), become a regular member of CFA Institute, and meet professional experience requirements. CFA charterholders and candidates who have completed the CFA Level III exam can bypass CIPM Level I and proceed directly to Level II.

Registration for both levels of the September 2018 examination remains open through July 31, 2018. The CIPM curriculum is offered online and examinations are administered each year in March and September at test centers worldwide.

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