BERKELEY SCHOOL OF BUSINESS, ARTS & SCIENCES

Program Feature	Details
Study Mode	Live Online, Self-Paced, One-to-One Coaching
Duration	Flexible
Eligibility	Finance professionals, investment analysts, portfolio managers, graduates, and aspiring investment professionals
Key Learning Areas	Performance Measurement, Performance Attribution, Risk Evaluation, GIPS Standards, Portfolio Analysis, Investment Reporting
Award	Certificate in Investment Performance Measurement (CIPM)

Course Structure

Level 1: Performance Measurement and Attribution

CIPM Level I establishes a strong foundation in investment performance measurement, attribution analysis, portfolio evaluation, and Global Investment Performance Standards (GIPS). Candidates develop the knowledge required to measure, evaluate, and communicate investment performance while adhering to ethical and professional standards.

Ethics and Professionalism (15%)

Performance Measurement (35%)

Performance Attribution Analysis (25%)

Performance Evaluation and Appraisal (10%)

Portfolio Performance Presentation (15%)

Level 2: Performance Appraisal and Manager Selection

CIPM Level II focuses on applying advanced performance evaluation techniques to complex investment decisions. The curriculum emphasizes manager selection, performance appraisal, attribution analysis, portfolio presentation, and ethical decision-making in professional investment management.

Ethics and Professionalism (15%)

Performance Measurement (5%–10%)

Portfolio Performance Presentation (10%–15%)

Performance Attribution Analysis (15%–20%)

Performance Evaluation and Appraisal (15%–20%)

Manager Selection (30%)

Learning Methodology

Berkeley offers expertly developed learning materials tailored to meet participants' needs, ensuring comprehensive coverage of the syllabus and optimal exam preparation.

‣ Tailored Material: Guides are designed to cover the entire syllabus, offering full preparation and deep understanding.

‣ In-Depth Content: Unlike superficial outlines, our materials provide fully developed theories and concepts, equipping participants with complete knowledge.

‣ Strategic Study: We help participants prioritize study time by indicating the weight of each topic, allowing efficient focus on crucial areas.

‣ Difficulty Levels: Topics are labeled as "Awareness" or "Proficiency," guiding participants to allocate time based on the required depth of knowledge.

‣ Comprehensive Coverage: Our materials include detailed theory and a glossary of technical terms to clarify complex concepts.

‣ Effective Learning Techniques: Visual aids and memorization techniques ensure long-lasting retention, helping candidates succeed.

Berkeley’s methodologies equip participants with the essential knowledge and tools for both exams and future success.

Lectures

Our lecture plan integrates structured learning with interactive teaching methods, promoting engagement and collaboration. This approach ensures a comprehensive understanding of concepts, fostering critical thinking and practical application in real-world scenarios

Practice Session

Practice sessions offer hands-on experience through guided exercises, enhancing skills and reinforcing knowledge. This practical approach ensures mastery of concepts, promoting confidence and competence in real-world applications

Mock Examination

Mock examinations simulate real test conditions, providing valuable practice and assessment. This helps identify strengths and weaknesses, ensuring thorough preparation and boosting confidence for actual exams

Berkeley's Performance Standards

Evaluates and ensure the quality of the training program and all its deliverables. This is measured through the following indicators:
‣ Instructors' experience and style in presenting and explaining topics.
‣ Variety and balance of teaching methods (such as discussions, case studies, mock exams and videos) used in the course to ensure retention and to match the learning objectives.
‣ Level of interactivity.
‣ Feedback from program participants
‣ Full compliance with Institute standards and guidelines for preparation and study requirements and methodology.
‣ Progress reports from the training program provider.

What are the Exam Information?

Information	Details
Exam Format & Duration	Computer-based examination consisting of multiple-choice and item set questions.
Exam Levels	Two levels: Level I and Level II.
Exam Dates	Held twice a year (typically March and September), subject to the CFA Institute schedule.
Exam Registration Deadline	Registration deadlines are announced by the CFA Institute for each exam window.
Passing Criteria	Candidates must achieve the CFA Institute's minimum passing score (MPS) for each level.
Exam Locations	Pearson VUE test centres worldwide.

Training Calendar