|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|
CFA Institute requires its members to record at least 15 credits annually to stay current with changing practices and evolving industry demands. Many of our programs in Live and Self-Study are approved for continuing education for CIPM professionals. You can visit the myCPE website for more webinars related to CIPM Professionals.
There is no minimum Ethics requirement for CIPM designation holders.
Renewal of Certificate in Investment Performance Measurement (CIPM) is on or before June 30 every year.
The reporting period is from July 1 to June 30 each year for a CIPM Professional.
Please click on the link to know the detailed overview of CIPMs qualifying subject areas.
There are no minimum PL requirements in a particular subject area.
Following are the examples are given for qualifying activities that are accepted by CFA Institute:-
For detailed information on qualifying learning activities, please CLICK HERE.
The license can be renewed by payment of a renewal fee of $ 275 for the CFA Institute. Society dues vary by society. Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.
CLICK HERE for more details.
A Certificate in Investment Performance Measurement (CIPM) can complete 100% of the total required CE credits hours via self-study courses. i.e., CIPMs can complete all 15 hours via self-study courses from NASBA-approved CE sponsors as myCPE is approved by NASBA.
CIPM designation holders are required to complete a minimum of 15 PL credits annually, CFA Institute encourages CIPM holders to participate in the voluntary program for members. All PL credits earned are applied to both the required minimum for CIPM designation holders and the recommended minimum for members. To make this more convenient for CIPM designation holders, they are also eligible to carry up to a maximum of 20 credits over to the next cycle.
myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars to be suitable for NASBA specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view the CFA website for credit requirements for the Certificate in Investment Performance Measurement (CIPM).
|National Association of State Boards of Accountancy (NASBA)||143597|
|Internal Revenue Service (IRS)||GEHNZ|
|California Tax Education Council (CTEC)||6273|
|Certified Financial Planner Board (CFP)||8061|
|Society for Human Resource Management (SHRM)||RP5359|
|Human Resource Certification Institute (HRCI)||714694|
|American Payroll Association (APA)||372961|
|Texas State Board of Public Accountancy (TSBPA)||010556|
|Illinois Department of Financial & Professional Regulation (IDFPR)||158002756|
|New York State Board of Public Accountancy (NYSPA)||002976|
|Courses Eligible for CPE of Certified Fraud Examiner||Approved|
|National Association of Certified Valuators and Analysts (NACVA)||Approved|
|Institute of Finance and Management (IOFM)||Approved|
|Society of Trust and Estate Practitioners (STEP)||Approved|
|Certified Senior Advisor (CSA)||Approved|
Jul 05 11:30 AM EDT
Jul 14 01:00 PM EDT
Jul 26 11:30 AM EDT