Certificate in Investment Performance Measurement(CIPM) Training
About Course
The Certificate in Investment Performance Measurement (CIPM) is a globally recognized certification offered by the CFA Institute. It focuses on performance evaluation and measurement in the investment management industry, covering topics such as ethics, performance attribution, and presentation standards. Aimed at investment professionals, it validates expertise in evaluating and presenting investment performance accurately and ethically. Certification enhances career opportunities by demonstrating proficiency in performance measurement, analysis, and reporting, ensuring professionals can effectively communicate investment performance to clients and stakeholders. It establishes credibility in the industry, enabling individuals to pursue roles in investment analysis, portfolio management, and compliance with confidence.
Course Content
Study Session 1 – Ethical and Professional Standards
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Introduction to the Code of Ethics and Standards of Professional Conduct
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Standard I Professionalism
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Standard II Integrity of Capital Markets
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Standard III Duties to Clients
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Standard IV Duties to Employers
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Standard V Investment Analysis, Recommendation and Actions
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Standard VI Conflict of Interest
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Standard VII Responsibilities as a CFA Institute/CIPM Association Member or CIPM Candidate
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Study Notes – Ethical and Professional Standards
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Practice Questions – Ethical and Professional Standards
Study Session 2 – Overview and Return Measurement
Study Session 3 – Investment Performance Attribution
Study Session 4 – Risk Measurement, Risk Attribution, and Security Characteristics
Study Session 5 – Performance Appraisal
Study Session 6 – Investment Performance Presentation
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