AAFM® Global Designation
Chartered Portfolio Manager®
Decide where the money goes — and make it grow.
A portfolio manager is the person who decides where money gets invested and makes it grow — one of finance’s best-paid jobs. The CPM® is a hands-on charter that teaches you to build, run and defend real portfolios, 100% online and recognised worldwide.
What is the Chartered Portfolio Manager (CPM®)?
Here’s the opportunity. More money is being invested in India every year — but there aren’t enough people who can actually run a portfolio, not just pick a few stocks. Skilled portfolio managers are in short supply, and that’s your way in.
That’s where the Chartered Portfolio Manager® comes in. Awarded by AAFM® USA, it’s built around doing the job, not just reading about it — economic analysis, security valuation, financial modelling, alternative investments and advanced portfolio strategy. You finish with the exact analytical and quantitative tools the industry actually uses.
And it fits your life. It’s 100% online at about 6–7 hours a week, so you can do it alongside college or a job — and it’s recognised in 151+ countries, so it goes wherever you do.
Today, the requirement for skilled portfolio managers greatly surpasses supply — creating almost unlimited possibility for professional growth.— AAFM India, CPM® Program
Who it’s for
Students & graduates
Anyone targeting fund management, portfolio or investment-analysis careers.
Fund & portfolio managers
Professionals in AMCs and PMS who want formal, global credentials.
Brokers & advisors
Sub-brokers, RIAs, distributors and research analysts levelling up.
CA / CS & HNIs
Professionals and serious investors who want to manage portfolios expertly.
Why the CPM® pays off
Enter a high-paying field
Portfolio management is among finance’s fastest-growing, best-paid careers.
A global passport
Valid in 151+ countries — practise anywhere with no cross-border re-exam.
Do the job from day one
Real models, IPS templates and case studies — not just theory.
Hired by leading firms
Top asset managers and banks — ING, Deutsche Bank, Citi, HSBC — employ CPM® professionals.
CPM® Course Curriculum & Syllabus
Ten units across five modules. You’ll cover every asset class, security analysis, financial modelling, economic forecasting and advanced portfolio techniques — and each unit pairs the theory with a tool or case you’ll actually use, so you finish ready for the job, not just the exam.
01Portfolio — A Conceptual Framework+
- Economic analysis & forecasting
- Portfolio & investment policy management
02Investment Environment+
- Study of investment vehicles
- Real estate valuation & analysis
03Portfolio Analysis+
- Financial modeling & analysis
- Security analysis
04Alternative Investments+
- Study of alternate investment products
- Alternate Investment Funds (AIF)
05Applied Portfolio Management+
- Advanced techniques & strategies in portfolio management
- Legalities of portfolio management
Learn by doing — real tools, real cases
What sets CPM® apart is application. Every unit comes with a practical tool and a live case study, so you build a working toolkit you can use on day one:
Skills you’ll graduate with
CPM® Career Options & Salary in India
So where can this take you? CPM®-certified professionals work across asset management, banking, broking and corporate finance. In India, portfolio managers earn an average of around ₹11 LPA — from about ₹4 LPA in smaller firms to ₹30 LPA in large AMCs and foreign banks.
Portfolio / Fund Manager
Manage portfolios and funds for clients or institutions.
Research / Equity Analyst
Analyse securities and produce investment research.
Investment / Asset Manager
Manage assets and advise on investment strategy.
Salary figures are indicative (AAFM CPM® FAQ / Payscale); actual pay varies by role, employer and experience. Not a guarantee of employment or earnings.
What our CPM® certificants say
“CPM® focuses on ‘doing the right things’. The chance to discuss with faculty and support staff was a key learning source — it helped me crack the strategy-alignment questions.”
“I compared several programmes and found AAFM’s CPM® was the only one with an advanced, updated curriculum. I passed on the day it was offered — and have recommended it ever since.”
Globally accredited & recognised
CPM® Course Fees & What’s Included
- Complete CPM® online courseware
- Live & recorded webinars
- Practical tools, models & templates
- Question bank & mock tests
- Globally recognised CPM® charter
CPM® Course — Frequently Asked Questions
What is the Chartered Portfolio Manager (CPM®) certification?+
Who should do the CPM® and am I eligible?+
How long does it take and is it online?+
How is the CPM® exam structured?+
What makes the CPM® practical rather than just theoretical?+
What does the CPM® cost?+
Is the CPM® a global certification?+
What do portfolio managers earn?+
CPM® vs CFA — which should I choose?+
Is there a deadline to enrol?+
Related certifications
Helpful guides
- CWM® vs CFA vs CFP — which certification is right for you?
- Finance careers after B.Com — 7 paths that pay
- How to become a wealth manager in India
Already working in finance? Explore the professional certifications at aafmindia.co.in.
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A globally recognised, independently accredited credential
AAFM India is the Indian chapter of the American Academy of Financial Management (AAFM USA / GAFM) — a US-based standards body present in 151+ countries. Nothing hidden: the full syllabus is on every course page, and every charter we award is independently verifiable.
- ISO 29990Certified body
- TÜVAccredited
- ACBSPAccredited · AACSB recognised
- 151+Countries recognised
- 50,000CWM® certificants
- 800+University partnerships