About This Program

CFA Society of New York is acting as administrative coordinator for an 8-week live, all-virtual, complimentary program designed to supplement candidates’ self-study for the Level 2 CIPM exam. This program is not a replacement for the mastery of the CIPM material through self-study necessary for success on the CIPM exam and is being offered as a free service to CIPM exam candidates.

The purpose of the program is to allow candidates taking the Level 2 exam to build on their self-study by exposing them to live instruction from a range of practitioners, a number of whom work in areas covered by the CIPM curriculum.

Program participants will also benefit by being part of what in effect is a live global study group, as candidates from across the U.S. and in Europe chime in with their responses to curriculum questions.

Importantly, this effort supports CIPM exam candidates and is not a formal prep course. It is possible — indeed, probable — that instructors in this program will not cover every aspect of the test curriculum, ie. learning outcome statements. Moreover, this program is not a replacement for the mastery of the CIPM material through self-study necessary for success on the CIPM exam and is being offered as a free service to CIPM exam candidates.

Still, it’s CFA Society of New York’s hope that by acting as administrative coordinator for this free live study-assistance program it will be helping add to exam candidates’ knowledge base — and raising awareness of the CIPM program.

Registration for the full 8-week program is totally free for members AND nonmembers! Sign up by following the registration button below:

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CIPM Level II Training Course

Schedule, Instructors, Registration

DateTopicInstructor(s)
6/27/21EthicsEric Berg, CFA, CIPM; and Tom Collimore, CFA
7/11/21MeasurementSidney Hardee, CFA
7/18/21Equity AttributionTao Guo, PhD, CFA, CFP, CIPM
7/25/21Fixed Income AttributionDennis Rozario, CFA, CIPM
8/1/21AppraisalLucas Montgomery, CFA
8/8/21Manager SelectionSteve Lerit, CFA
8/15/21Manager SelectionTBA
8/22/21GIPSTBA

Course Registration

Free

  • Members & Nonmembers
Register

CIPM Level II Training Classes

Date

6/27/21

Topic(s)

Ethics

Instructor(s)

Eric Berg and Tom

Register

Date

7/11/21

Topic(s)

Measurement

Instructor(s)

Sidney Hardee

Register

Date

7/18/21

Topic(s)

Equity Attribution

Instructor(s)

Tao Guo

Register

Date

7/18/21

Topic(s)

Equity Attribution

Instructor(s)

Tao Guo

Register

CIPM Level II Training Classes

Date

6/27/21

Topic(s)

Ethics

Instructor(s)

Eric Berg and Tom

Register

Date

7/11/21

Topic(s)

Measurement

Instructor(s)

Sidney Hardee

Register

Date

7/18/21

Topic(s)

Equity Attribution

Instructor(s)

Tao Guo

Register

Date

7/18/21

Topic(s)

Equity Attribution

Instructor(s)

Tao Guo

Register