Difference Between CIPM and CFA Institute Investment Foundations

Choosing between CIPMCIPMThe CFA CIPM® program is known around the world for its investment professionals’ performance evaluation and presentation expertise. The CFA CIPM Principles Exam and the CIPM® Expert Exam are two challenging exams to be cleared.read more and Clarita’s examination should not be very difficult if you know what they mean.

CIPM deals primarily with Investment Performance Analysis and presentation. However, CFA Institute Investment Foundations is about a broad introduction to finance. CIPM is meant for people looking to specialize within a finance domain; however, the CFA Institute Investment Foundations program suits those from a non-finance background.

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What is CIPM?

CFA Institute offers a certificate in Investment Performance Measurement (CIPM)(CIPM)The CFA CIPM® program is known around the world for its investment professionals’ performance evaluation and presentation expertise. The CFA CIPM Principles Exam and the CIPM® Expert Exam are two challenging exams to be cleared.read more as a specialized credential focused on performance evaluation and presentation of relevant data to investors. There has been a growing demand for financial institutions to adhere to the Global Investment Performance Standards (GIPS). CIPM helps achieve this goal by helping professionals understand these global ethics and professional standards. It is a globally recognized accreditation that can help enhance the career prospects of investment professionals.

What is CFA Institute Investment Foundations Program?

CFA Institute Investment Foundations Program is an entry-level designation awarded by the CFA Institute to help professionals become acquainted with the fundamentals of the investment industry. It covers many finance and investment-related roles and is the best fit for entry-level professionals in investment and finance. It also introduces participants to the roles and responsibilities of those working in different areas of the financial services sector.

CIPM vs. CFA Institute Investment Foundations Infographics

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CIPM vs. CFA Institute Investment Foundations Comparative Table

Entry Requirements

CIPM Entry Requirements:

There are no specific exam requirements for CIPM, and the only prerequisite is that one should abide by the CIPM Association Code of Ethics and Standards of Professional Conduct. It is achieved by every participant signing a Candidate Professional Conduct Statement as part of the exam registration.

 

  • Level I (previously known as the Principles level)

  • Level II (previously known as the Expert level) CFA charterholders are not required to attend the Level I exam.

  • Performance Measurement

  • Performance Presentation

  • Performance Attribution

  • Performance Appraisal

  • Ethics and Professionalism

  • Manager Selection

  • GIPS standards

  • Industry Overview

  • Investment Instruments

  • Ethics & Regulation

  • Inputs & Tools

  • Industry Structure

  • Industry Controls

  • Serving Client Needs

  • Investment Analyst

  • Risk Analyst

  • Compliance Officer

  • Financial Adviser

  • Investment Consultant

  • Portfolio, Manager

  • Portfolio Manager

  • Wealth Manager

  • Investment Analyst

  • Investment Consultant

  • March 16-31

  • September 16-30

CFA Institute Investment Foundations Program Entry Requirements:

There are no specific entry requirements for CFA Institute Investment Foundations, either educational qualifications or work experience. Therefore, anyone interested in gaining a fundamental knowledge of the investment industry is free to join the certificate program.

Why Pursue CIPM?

CIPM equips professionals with a broad-based understanding of complex concepts related to performance measurement, attribution, and appraisal, which play a key role in the highly specialized field of portfolio management. Participants are also exposed to the requisite ethical and professional standards necessary to function in the global investment industry. This certification validates the capabilities of professionals in investment performance evaluation and related areas and creates greater trust in employers by introducing them to global ethical practices in the field.

Why Pursue CFA Institute Investment Foundations Program?

Getting certified from the CFA Institute is another advantage that enhances their career prospects in the investment industry. In addition, this entry-level certification is highly useful for finance and non-finance professionals interested in exploring work opportunities in the investment industry. There are no eligibility requirements, making it possible for almost anyone to earn the certification. As a result, it can be of great value for IT, HR, sales, marketing, and other professional roles within the investment industry who need a basic understanding of it.

Conclusion

CIPM deals with a rather complex area of finance, investment performance analysis, and presentation, which is not meant for everyone interested in finance in general. It is intended for professionals looking to specialize in this area and explore work opportunities to apply the knowledge and skills acquired. On the other hand, the CFA Institute Investment Foundations Program is an easier fundamental-level certification that offers a broad introduction to finance and does not hold as much value as a professional credential as CIPM.

It is a good choice for people working in non-finance roles in the investment industry. In addition, CIPM can truly help enhance growth prospects for dedicated finance professionals in the global industry. Both are offered by the CFA Institute, known for its quality education, which alone brings credibility to both of these credentials.

This has been a guide to CIPM vs. CFA Institute Investment Foundations Program. Here we compare the job options, fees, pass percentage, focus areas for CIPM and CFA Institute Investment Foundations Program. You may also look at the following articles for more information –

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