This unique course utilizes a visual memory approach to help you effectively memorize key concepts and formulas. It features video lectures and comprehensive study notes that cover all the readings, focusing on each learning outcome statement as outlined in the 2025 program curriculum.

Additionally, each topic is followed by practice questions to reinforce your understanding of the material. Our preparation course also includes study guides equipped with achievement tracking and progress metrics, enabling you to stay on track with your study goals by monitoring completed milestones.

Investometrix is a member of the CFA Institute Prep Provider Program.  

Course Curriculum

  • 1

    Study Session 1 - Ethical and Professional Standards

    • Video - Introduction to the Code of Ethics and Standards of Professional Conduct

    • Video - Standard I Professionalism

    • Video - Standard II Integrity of Capital Markets

    • Video - Standard III Duties to Clients

    • Video - Standard IV Duties to Employers

    • Video - Standard V Investment Analysis, Recommendation and Actions

    • Video - Standard VI Avoid or Disclose Conflict

    • Video - Standard VII Responsibilities as a CFA Institute/CIPM Association Member or CIPM Candidate

    • Study Notes - Ethical and Professional Standards

    • Practice Questions - Ethical and Professional Standards
  • 2

    Study Session 2 - Performance Measurement

    • Video - Reading 3. Topics in Return Measurement

    • Study Notes - Reading 3. Topics in Return Measurement

    • Video - Reading 4. Topics in Data Integrity

    • Study Notes - Reading 4. Topics in Data Integrity

    • Practice Questions - Performance Measurement
  • 3

    Study Session 3 - Performance Attribution

    • Video - Reading 5. Strategy Benchmarks: From the Investment Manager‘s Perspective

    • Study Notes - Reading 5. Strategy Benchmarks: From the Investment Manger's Perspective

    • Video - Reading 6. Topics in Return Attribution

    • Study Notes - Reading 6. Topics in Return Attribution

    • Video - Reading 7. Introduction to Fixed-Income Attribution

    • Study Notes - Reading 7. Introduction to Fixed-Income Attribution

    • Practice Questions - Performance Attribution
  • 4

    Study Session 4 - Performance Appraisal

    • Video - Reading 8. Topics in Performance Appraisal

    • Study Notes - Reading 8. Topics in Performance Appraisal

    • Video - Reading 9. Equity Style Analysis: Beyond Performance Measurement

    • Study Notes - Reading 9. Equity Style Analysis: Beyond Performance Measurement

    • Practice Questions - Performance Appraisal
  • 5

    Study Session 5 - Manager Selection

    • Video - Reading 10. Investment Manager Selection: An Introduction

    • Study Notes - Reading 10. Investment Manager Selection: An Introduction

    • Video - Reading 11. Topics in Investment Manager Selection

    • Study Notes - Reading 11. Topics in Investment Manager Selection

    • Video - Reading 12. Case Studies in Investment Manager Selection

    • Study Notes - Reading 12. Case Studies in Investment Manager Selection

    • Video - Reading 13. Setting Weights for Active and Index Managers

    • Study Notes - Reading 13. Setting Weights for Active and Index Managers

    • Video - Reading 14. The Dimensions of Active Management: Why Alpha and Active Risk are the Only Things That Matter

    • Study Notes - Reading 14. The Dimensions of Active Management: Why Alpha and Active Risk are the Only Things That Matter

    • Practice Questions - Manager Selection
  • 6

    Study Session 6 - Investment Performance Presentation

    • Video - Reading 15. Global Investment Performance Standards

    • Study Notes - Reading 15. Global Investment Performance Standards

    • Practice Questions - Performance Presentation

Our Team

Boris Korenak, PhD, CFA, CIPM, FRM

Boris is a financial professional with working experience for Fortune 500 company. He is a CIPM® certificate holder, CFA® charterholder and certified FRM® with passion for teaching. He has held CFA® Program preparation courses at the Evanson Institute in Dubai, UAE. He also has more than 5 years of experience lecturing university finance courses for undergraduate and postgraduate students. Boris enjoys watching games of his favorite team “Toronto Raptors” and he loves to travel.

Aleksandar Cvetojevic, CFA, CIPM

Alexander’s rich professional experience includes a finance managerial position for Fortune 500 company. He is CIPM® certificate holder and CFA® charterholder with passion for financial risk modelling and derivatives analysis. He has implemented and overseen solutions for hedging interest rates, foreign exchange, equity and commodity risk exposures. In his free time, Alexander enjoys hiking and skiing.

Aleksandra Ivanis

Aleksandra is a University of Waterloo graduate with a Degree in languages and communication. She has 14 years of professional experience in one of the Big 5 Canadian banks. She has held countless training sessions and presentations and enjoys working with people. Aleksandra is fluent in French, Spanish and Italian.

Investometrix follows CFA Institute Prep Provider Guidelines. The material is developed to complement the CIPM® Program curriculum and to facilitate the learning process. It is not to be used as a substitute for study of the core curriculum. CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Investometrix. CFA®, CIPM® and GIPS® are trademarks owned by CFA Institute.