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Package for CIPM Professionals

15 PL

Package Credit Details

  • 5 Credits
  • 7 Credits
  • 1 Credits
  • 2 Credits

PACKAGE DESCRIPTION

The Certificate in Investment Performance Measurement (CIPM) Program leverages the expertise of the CFA Institute, the respected global leader in investment education, ethics, and standards, to deliver practice-based approaches and develop skills for effective investment performance evaluation and manager selection.

CIPM professionals have the following PL requirements as per CFA Institute:

  • 15 hours annually.
  • There is no minimum Ethics requirement for CIPM designation holders.
  • The entire requirement of 15 hours of PL can be completed through self-study courses.
  • The PL Reporting Cycle for CIPM professionals is from July 1 to June 30th annually.
  • CIPMs can carry over up to 20 additional PL over to the next cycle.

For detailed requirements, you can visit the CIPM PL Requirement Page or Board Website.

This 15 PL Package of myCPE is Approved and Compliant for CIPM professionals because of the following reasons:

  • This 15 PL Package for CIPM Professionals includes 15 hours of self-study webinars as required by the CFA Institute.
  • This 15 PL Package includes courses in the subject areas of Economics, Investment Decision Making, Portfolio Management, and Retirement Planning.

Once you register you will have complete access to all the courses in this package. 

Note: Our 15 PL package for CIPM Professionals is 100% compliant with the regulations of the CFA Institute and we offer a 100% satisfaction guarantee. If you feel the package is non-compliant, please email our support team at (support@my-cpe.com) and let us know how it is non-compliant and we will happily refund your full payment.

SELFSTUDY WEBINARS

Course Title Credits Qualifying Subject Area Type
70 YEARS OF INVESTMENT CONSULTING 1 Investment Decision Making Self-Study (Video)
BABY BOOMER INVESTING IN THE PERILOUS 2020S: THE BOOK 1 Investment Decision Making Self-Study (Video)
CONGRESS IS REVIEWING TARGET FUNDS 1 Investment Decision Making Self-Study (Video)
DRIVER-BASED BUDGETING AND ROLLING FINANCIAL FORECASTS 2 Investment Decision Making Self-Study (Video)
DROWNING IN PAPER MONEY BURSTS BUBBLES 1 Economics Self-Study (Video)
HOW TO MAKE BUDGET AND FORECAST DURING UNCERTAINTY 1 Portfolio Management and Wealth Planning Self-Study (Video)
PEP TALK: SELECTING THE BEST POOLED EMPLOYER PLAN (PEP) 1 Retirement Planning Self-Study (Video)
SQUID GAME: WHAT IT TEACHES US ABOUT MONEY 4 Economics Self-Study (Video)
THE NEXT 401(K) SCANDAL 1 Retirement Planning Self-Study (Video)
WHAT YOU NEED TO KNOW ABOUT BITCOIN, CRYPTOCURRENCIES, AND BLOCKCHAIN 1 Investment Decision Making Self-Study (Video)
WHY THE 60/40 STOCK/BOND RULE IS STUPID 1 Investment Decision Making Self-Study (Video)

15 PL Package for CIPM Professionals

  • Reporting Period :

    Credential renewal occurs in June of each year.

  • PL Requirement

    Certificate in Investment Performance Measurement (CIPM) Professionals are required to complete 15 hours of Professional Learning (PL) annually

  • Ethics Requirements :

    There is no minimum Ethics requirement for CIPM designation holders.

  • Carry Over Credits :

    CIPM Credential Holders can carry over up to 20 additional PL over to the next cycle.

Notes :

Information given by us on PL Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirements of PL requirements, please visit the board website by CLICKING HERE.

FAQs

Yes, this package meets the annual 15 PL requirement of CIPM Professionals.

Each course is created by a qualified and experienced instructor(s). myCPE Packages include Self-study and Live Courses. The courses are in the form of On-demand Videos and Live webinars, However, there are some courses that are Text-Based courses. The Self-study Video courses in Packages may be Live recorded presentations converted into Self Study (On-Demand Videos).

After completion of each course of this package or package, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits.

Once you register you will have complete access to all the courses of this package. The self-study format allows you to access the material online 24/7 and study at your own pace and live webinars should be attended at the scheduled date.

As per NASBA guidelines, you have one year from the date of purchase of your package to complete each program. Complete your final exam at the end of each webinar any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

  • Self-Study Course has a minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
  • All the polling questions should be answered for the live CPE course to get the certificate.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast-forwarded the video or tried to manually move the progress bar of the video. The system wouldn’t capture your watch time. So please let the video go on its own. However, the on-demand video can be paused and played whenever you want and you can watch it in pieces. It will pick up from where you left off. So for self-study courses, you will have to

1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the webinar video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates
5. You can download the individual certificate from your "Account" as well as from this page once you complete a particular course. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study webinar is a recorded video (If it’s a recording of a live webinar you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward if you fast forward we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study webinar, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks and in the case of the live webinar, it is sent after completion of the webinar. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answer all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have registered for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.

All our courses in the packages are approved by NASBA, IRS, and other regulating bodies. However, we would recommend you to visit the accountancy board website of your licensure state for CPE credit requirements.

"For some, Continuous Education is compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education webinars/courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. MyCPE, the first-ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."

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