Governance

 

Philip Lawton, Ph.D., CFA, CIPM, leads the CIPM program as a head in the Education Division of CFA Institute.  

 

The CIPM Association is a new membership association that oversees certification and membership policies, the Professional Conduct program, and the Mandatory Continuing Education program.

 

Read about the CIPM Association:

• Articles of Association (PDF)
• Code and Standards (PDF)
• Guidance for Section VII (PDF)
• Rules of Procedure (PDF)

 

The CIPM Association Advisory Council is responsible for:

• Recommending certification, recertification, and membership policies
• Participating in and reviewing the results of periodic practice analyses
• Recommending guideline examination topic weights
• Assisting with promotion of the certification program

 

2007−2008 Members of the CIPM Association Advisory Council

• Jonathan Boersma, CFA, director, investment performance standards, CFA Institute (ex officio)
• Karl H.K. Lung, CFA, (Hong Kong) president, Hong Kong Society of Financial Analysts
• John P. Meier, CFA, (San Francisco, CA) managing director, Strategic Investment Solutions, Inc.
• Gabriele Montalbetti, CFA, (Milan) partner, Independent Global Managers
• Neil E. Riddles, CFA, CIPM (Fort Lauderdale, FL) chief operating officer, Hansberger Global Investors, Inc.
• Karyn D. Vincent, CFA, CIPM (Portland, OR) founder, Vincent Performance Services LLC