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PL Requirements for CIPM

Know Your Requirement

CERTIFICATE IN INVESTMENT PERFORMANCE MEASUREMENT (CIPM) PL REQUIREMENTS OVERVIEW

PL Requirements
At least 15 hours annually.
License Renewal Period
Renew your license by June 30 each year.
PL Reporting Cycle
The reporting period is from July 1 to June 30 each year.
Ethics Requirement
No ethics requirements.
Carry Over Credits
CIPMs can carry over up to 20 additional PL.
Subject Area Restrictions
There is no minimum or maximum subject area requirement.

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Simplifying Regulations for 2024

PL requirements
15 PL credits each member year.
Initial PL hours
The PL requirement for new CIPM designees begins in the following year, in which the right to use the CIPM designation was awarded or renewed. View more
Ethics Requirement
There is no ethics requirement.
Content Requirement
There is no minimum or maximum content requirement.
Subject Areas
Click here to view CIPM subject areas.
Learning Modes
100% of PL can be through self-study.
Eligible Learning Activities
Eligible learning activities include live events (e.g., conferences, seminars), Nano-learning Internet-based courses, webinars, podcasts, Reading, and more.
PL Deadline
Renew your license by June 30 each year.
Fast Track CPE
Our Fast Track CIPM PL packages are expertly curated bundles that meet CIPM’s exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your PL needs. View more
Reporting
The reporting period is from July 1 to June 30 each year.
License Renewal
Renew your license by June 30 each year, if not renewed by this date, then the individual is no longer considered an active member. View more
Carry Forward
CIPMs can carry over up to 20 additional PL. View more
Record Retention
Maintain records of completed CPE credits for 1 year as they may be subject to audit by the state board. View more
Renewal Fees
The license renewal fee is $299. View more

Do MY-CPE Courses Qualify for PL for Certificate in Investment Performance Measurement (CIPM)? Yes!

CIPM institute states that PL activities should contribute to your knowledge as an investment professional. MY-CPE LLC offers Continuing Education courses tailored for CIPM professionals, with a focus on quality education in qualified subject areas. As a registered NASBA sponsor, myCPE offers a variety of learning formats, including- 

  • Group Internet Based, 
  • QAS Self-Study, 
  • Group Live, and 
  • Nano Learning.

For convenient access to our courses, click here to explore the my-CPE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the largest online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today!

Contact Information for CFA Institute

Contact info:+1 (434) 951-5499 
915 East High Street  
Ste. 100 
Charlottesville, VA 
22902, USA 
Website: CFA Institute 

Disclaimer: We regularly update our website to ensure the information regarding CIPM PL requirements is current and accurate. However, for your complete understanding and to ensure compliance, we strongly advise you to visit the official state requirements page for the most up-to-date and definitive information.

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Frequently Asked Questions

Certificate in Investment Performance Measurement (CIPM) professionals must complete at least 15 hours of Professional Learning (PL) annually.

No, there is no ethics requirement for a Certificate in Investment Performance Measurement (CIPM) professional.

No, there is no minimum or maximum content requirement for a Certificate in Investment Performance Measurement (CIPM) professional.

The PL requirement for new Certificate in Investment Performance Measurement (CIPM) designees begins in the calendar year following the year in which the right to use the CIPM designation was awarded or renewed.

Click here to view subject areas accepted for Certificate in Investment Performance Measurement (CIPM) PL credit

Certificate in Investment Performance Measurement (CIPM) professionals may complete 100% of their PL through self-study.

Eligible activities for Certificate in Investment Performance Measurement (CIPM) professionals include live events (such as conferences and seminars), nano-learning, internet-based courses, webinars, podcasts, reading, and more. 

Our Fast Track CIPM PL packages are expertly curated bundles that meet CIPM’s continuing education requirements, saving significant time in course selection.

The reporting period for Certificate in Investment Performance Measurement (CIPM) professionals runs from July 1 to June 30 each year.

Certificate in Investment Performance Measurement (CIPM) professionals must renew their licenses by June 30 each year to maintain active membership.

Yes, Certificate in Investment Performance Measurement (CIPM) professionals can carry forward up to 20 additional PL credits.

Certificate in Investment Performance Measurement (CIPM) professionals should maintain records of completed PL credits for 1 year, as they may be subject to audit by the state board.

The license renewal fee for Certificate in Investment Performance Measurement (CIPM) professionals is $299. Click here for more details.

Yes, myCPE offers Professional Learning courses that meet the continuing education requirements of Certificate in Investment Performance Measurement (CIPM) professionals. myCPE is eligible to provide classes for CIPM professionals. To check eligibility, refer to each course page's "QUALIFIES FOR" section.

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