CFA Society of San Francisco — CIPM Program

A financial advisor with Emerson Equity in San Mateo, California, Darrach Bourke has more than 10 years of experience in the field. Darrach Bourke belongs to several professional organizations, including the CFA Society San Francisco (CFASF).

Organized in 1929, CFASF provides educational resources and training to investment services professionals. Part of the CFA Institute’s global membership, CFASF provides information on the CFA Institute’s Certificate in Investment Performance Measurement (CIPM) Program. The program is designed to improve financial professionals’ abilities in selecting portfolio managers, evaluating portfolio performance, and producing transparent investment reports based on accountability.

Created for financial advisors and investment consultants, as well as portfolio managers and client services and sales professionals, among others, the CIPM designation helps financial professionals stand out as a highly knowledgeable investment performance specialists, able to better deliver actionable investment insights and maximize efficiency.

Regularly reviewed and updated for relevance, the CIPM curriculum has been developed based on the research and practical application of more than 1,000 investment practitioners. Seventy percent of the program’s curriculum covers the evaluation of portfolio performance and risk, with the remaining 30 percent of the material covering professional standards and ethics.