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

    Topic 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 Conflict of Interest

    • 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

    Topic 2 - Overview and Return Measurement

    • Video - Learning Module 1. Performance Evaluation: An Introduction

    • Study Notes - Learning Module 1. Performance Evaluation: An Introduction

    • Video - Learning Module 2. Performance Evaluation: Rate-of-Return Measurement

    • Study Notes - Learning Module 2. Performance Evaluation: Rate-of Return Measurement

    • Video - Learning Module 3. Data Integrity

    • Study Notes - Learning Module 3. Data Integrity

    • Practice Questions - Overview and Return Measurement

  • 3

    Topic 3 - Investment Performance Attribution

    • Video - Learning Module 1. Return Attribution

    • Study Notes - Learning Module 1. Return Attribution

    • Video - Learning Module 2. Introduction to Benchmarks

    • Study Notes - Learning Module 2. Introduction to Benchmarks

    • Practice Questions - Return Attribution and Benchmark Analysis

  • 4

    Topic 4 - Risk Measurement, Risk Attribution, and Security Characteristics

    • Video - Learning Module 1. Risk Measurement and Risk Attribution

    • Study Notes - Learning Module 1. Risk Measurement and Risk Attribution

    • Video - Learning Module 2. Equity Portfolio Characteristics in Performance Analysis

    • Study Notes - Learning Module 2. Equity Portfolio Characteristics in Performance Analysis

    • Practice Questions - Risk Measurement, Risk Attribution, and Security Characteristics

  • 5

    Topic 5 - Performance Appraisal

    • Video - Learning Module 1. Investment Performance Appraisal

    • Study Notes - Learning Module 1. Investment Performance Appraisal

    • Practice Questions - Performance Appraisal

  • 6

    Topic 6 - Investment Performance Presentation

    • Video - Learning Module 1. Investment Performance Presentation: An Introduction

    • Study Notes - Learning Module 1. Investment Performance Presentation: An Introduction

    • Video - Learning Module 2. An Introduction to the Global Investment Performance Standards (GIPS®)

    • Study Notes - Learning Module 2. An Introduction to the Global Investment Performance Standards (GIPS®)

    • Practice Questions - Investment 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 the 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.