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.

 

We enforce the rules and regulations of the CIPM Association and investigate alleged violations. Learn more about how we investigate alleged violations.

 

Read about the CIPM Association:

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

 

The CIPM Association Advisory Council is responsible for:

• Representing the interests of members and candidates
• Recommending membership, certification, and recertification policies
• Assisting with curriculum development by recommending guideline topic area weights
• Assisting with the examination process by recommending minimum passing scores
• Serving as a “sounding board” on other issues and matters pertaining to the Association and the Program
• Assisting in the promotion of the CIPM study and examination program

 

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, CIPM, (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