BERKELEY SCHOOL OF BUSINESS, ARTS & SCIENCES

CIPM - Certificate in Investment Performance Measurement

The CIPM (Certificate in Investment Performance Measurement) program equips investment professionals with the knowledge and skills to measure, analyze, attribute, and report investment performance using globally recognized standards, including the Global Investment Performance Standards (GIPS).

CIPM

Overview

CIPM

The CIPM program develops professional expertise in investment performance measurement, portfolio evaluation, performance attribution, risk analysis, investment reporting, and GIPS standards. Participants gain practical skills to evaluate portfolio performance, communicate investment insights, and support transparent, ethical investment decision-making across asset management and financial institutions.

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)

Offered By

Vision & Mission

The CFA Institute aims to advance the global investment profession through high standards of ethics, education, and professional excellence. Its mission is to provide recognized qualifications, professional standards, and lifelong learning that promote integrity, competence, and trusted investment practices.

What is the eligibility?

  • No mandatory academic qualification is required.
  • An interest or background in investment management, performance measurement, financial analysis, or related fields is beneficial.
  • Suitable for finance and investment professionals seeking expertise in portfolio evaluation and performance attribution.
  • Basic knowledge of investment concepts and financial markets is recommended.

Who can do?

Certified Chief Technology Officer
anyone who is interested to learn about following concepts can pursue CIPM - Certificate in Investment Performance Measurement:
Investment Performance Measurement, Performance Attribution, Portfolio Management, Portfolio Evaluation, Investment Reporting, Performance Appraisal, Asset Management, Wealth Management, GIPS Standards, Investment Analytics, Manager Selection, Risk Analysis, Financial Markets, and Ethics in Investment Management..
individuals with the following designations:
Investment Analyst, Portfolio Manager, Asset Manager, Wealth Manager, Investment Consultant, Risk Management Professional, Performance Measurement Analyst, Financial Analyst, Pension Fund Professional, Institutional Investment Professional, Portfolio Performance Manager, Treasury Analyst, Research Analyst, Investment Operations Manager, and graduates pursuing careers in investment management..

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. 

Included

Ethics and Professionalism (15%)

Included

Performance Measurement (35%)

Included

Performance Attribution Analysis (25%)

Included

Performance Evaluation and Appraisal (10%)

Included

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. 

Included

Ethics and Professionalism (15%)

Included

Performance Measurement (5%–10%)

Included

Portfolio Performance Presentation (10%–15%)

Included

Performance Attribution Analysis (15%–20%)

Included

Performance Evaluation and Appraisal (15%–20%)

Included

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.

CIPM
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

CIPM
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

CIPM
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?

CIPM
InformationDetails
Exam Format & DurationComputer-based examination consisting of multiple-choice and item set questions.
Exam LevelsTwo levels: Level I and Level II.
Exam DatesHeld twice a year (typically March and September), subject to the CFA Institute schedule.
Exam Registration DeadlineRegistration deadlines are announced by the CFA Institute for each exam window.
Passing CriteriaCandidates must achieve the CFA Institute's minimum passing score (MPS) for each level.
Exam LocationsPearson VUE test centres worldwide.
CIPM

Success Stories

“As a strong advocate for education and human development, I commend Berkeley for its exceptional commitment to empowering future leaders. The institution stands as a symbol of excellence, innovation, and opportunity. Students who walk its halls are nurtured with knowledge, values, and vision—qualities that contribute to building a stronger and more prosperous future for our nation.”- H.H. Shaikh Khalifa Al Hamid

Visit Our Alumni

Alumni Benefits

‣ Exclusive Networking Events: Access invitations to industry-leading events and thought-leadership gatherings featuring renowned speakers.


‣ Monthly Updates: Stay informed with a newsletter highlighting the latest research, events, and activities from the school.


‣ LinkedIn Community Access: Join the Executive Education LinkedIn group for networking and professional development opportunities.


‣ Educational Discounts: Enjoy a 20% discount on open-enrollment programs and access to workshops focused on emerging trends.


‣ Global Alumni Network: Connect with a diverse alumni community through the Berkeley School’s online network and engage in country and interest groups.

Is It Worth the Investment?

The CIPM (Certificate in Investment Performance Measurement) is a highly respected credential for professionals working in asset management, investment consulting, portfolio analysis, and performance measurement. As global investment firms increasingly prioritize transparency, performance attribution, and compliance with industry standards, CIPM-certified professionals continue to be in strong demand.

North America: Asset managers, pension funds, and investment consulting firms offer salaries ranging from USD 100,000–200,000+ per year.

Europe: Strong demand in portfolio management, wealth management, and investment consulting, with professionals earning USD 80,000–180,000+ per year.

Asia-Pacific: Financial hubs such as Singapore, Hong Kong, and Tokyo offer competitive salaries of USD 70,000–170,000+ per year.

Middle East: Investment firms, sovereign wealth funds, and financial institutions offer attractive packages ranging from USD 90,000–200,000+ per year, often including performance-based bonuses.

CIPM

Progression Route:

After completing the CIPM (Certificate in Investment Performance Measurement) program, you can further enhance your expertise by pursuing our CFA Program, CAIA (Chartered Alternative Investment Analyst), FRM (Financial Risk Manager), Corporate Credit Analysis, and Financial Modelling courses. Additionally, you should refer to the official CFA Institute for the latest exam schedules, curriculum updates, registration requirements, and certification policies.

What You Earn

You will get a certificate of completion, which is highly reputed and accepted by employers.

CIPM

Investment Performance Expertise

Develop advanced skills in performance measurement, attribution analysis, risk evaluation, investment reporting, and the application of GIPS standards.

Practical Investment Skills

Gain practical knowledge in portfolio performance analysis, benchmark evaluation, manager selection, ethical decision-making, and investment performance reporting for global financial markets.

Career Advancement Opportunities

Prepare for roles such as Investment Analyst, Portfolio Manager, Performance Analyst, Asset Manager, Investment Consultant, and Risk Analyst in leading financial institutions.

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