Certified Investment & Portfolio Manager (CIPM)

The Certified Investment & Portfolio Manager (CIPM) program is a prestigious certification meticulously designed to equip individuals with advanced knowledge and expertise essential for success in the complex and dynamic field of investment management and portfolio optimization. In today’s financial landscape, effective investment strategies and portfolio management are critical for optimizing returns, managing risk, and achieving financial goals. The CIPM program offers a comprehensive curriculum that covers key investment principles, portfolio construction, risk management, and performance evaluation, ensuring that graduates are well-prepared to excel in roles that demand strategic investment management acumen.

Certification Program Objectives:

Upon completing the Certified Investment & Portfolio Manager (CIPM) program, participants will be able to:

  • Master Investment Fundamentals: Develop a deep understanding of foundational investment principles, including asset classes, risk, and return.
  • Construct Effective Portfolios: Hone your skills in constructing well-diversified investment portfolios that align with client objectives and risk tolerance.
  • Manage Risk Effectively: Implement risk management strategies to protect and grow investment portfolios while minimizing potential losses.
  • Evaluate Investment Performance: Utilize performance evaluation techniques and metrics to assess the effectiveness of investment strategies and portfolio management.
  • Navigate Investment Regulations: Understand investment regulations, compliance, and ethical considerations within the investment industry.
  • Apply Advanced Investment Strategies: Acquire expertise in advanced investment strategies, such as alternative investments, behavioral finance, and impact investing.

Certification Requirements:

  • Bachelor’s Degree

And/or

  • 2 – 5 years of relevant work experience

Certifying Examination:

  • To be certified as CIPM, student should take up a 1.5 hours online exam conducted by AIBM.
  • The qualifying exam would consist of 50 multiple choice questions, testing core certification modules.
  • Professionals with relevant experience and other qualifying criteria may be exempted from the examination.

Certification Modules:

  1. Investment Fundamentals
  2. Portfolio Construction
  3. Risk Management
  4. Investment Performance Evaluation
  5. Investment Regulations and Ethics
  6. Advanced Investment Strategies

* The modules of the certification are constantly updated and are subject to change.

Who Should Do This Certification:

Certified Investment & Portfolio Manager (CIPM) certification is highly beneficial for professionals across various roles and industries, including:

  • Investment Managers: Those responsible for managing investment portfolios, seeking to enhance their investment strategy and risk management skills.
  • Financial Analysts: Professionals interested in gaining a comprehensive understanding of investment principles, portfolio construction, and performance evaluation.
  • Wealth Managers: Individuals focused on providing tailored investment advice and portfolio management services to clients.
  • Financial Planners: Professionals aiming to incorporate advanced investment strategies into comprehensive financial planning.
  • Aspiring Investment Professionals: Individuals looking to enter the field of investment management and portfolio optimization, seeking a solid foundation and advanced insights.
  • Compliance Officers: Those responsible for ensuring investment practices adhere to industry regulations and ethical standards.
  • Impact Investors: Professionals interested in sustainable and responsible investing, incorporating impact considerations into investment decisions.

Embark on the journey of achieving the CIPM certification to refine your investment management skills, excel in portfolio optimization, and contribute to the financial well-being of clients and organizations in the ever-evolving world of investments.