Anyone can call themselves a Portfolio Advisor. Only those who have met AAFM® USA high standards for certification can call themselves a CPM® Professional.
This power packed Chartered Portfolio Manager® (CPM®) course fully equips you with the skill-sets required to begin a career in portfolio & investment management, fund management, wealth advisory & private banking functions.
Your only responsibility is to learn, we do the rest.
Get an in-depth understanding of portfolio management, alternate investment products, investment risk management and the functions within investment banker, portfolio manager works.
Armed with the CPM® certificate, you will find AAFM Certificants working in most global banks! Distinguish yourself from the crowd and get a real certificate, recognized by recruiters & clients globally.
The CPM® certification provides you with a lifelong platform to network with some of the world's most prominent finance professionals. More than 3,00,000 individuals from 151+ countries and territories across the globe are AAFM® Certified, so you will become part of an elite group..
Mastering the content of the CPM® Certification and completing the many hours of self-study represents a significant commitment to the portfolio management profession, positioning you as a leader in the field
Work for a large firm. Join a small independent firm. Build your own practice.
In whatever role you choose, CPM® certification opens the door to numerous opportunities to serve clients and help them reach their investment objectives.
If you practice portfolio or investment management in your work or want to make a career in ‘Portfolio Management’, earning the ‘Chartered Portfolio Manager® (CPM®) Certification’ builds your skills & knowledge.
The program concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within the financial services organization, thus providing momentum for continuing professional and personal development.
To develop and implement investment strategies for individuals or institutional investor and to understand complex and varying requirements of clients and produce the financial results they desire in the today’s fast changing financial markets.
Portfolio Management is defined as the process of taking strategic decisions on the types of investments a client should invest in, deciding the investment policy decisions by creating ‘Investment Policy Statement’ for clients based on their investment objectives, risk taking ability and investment performance outlook.
You will learn
By the end of your assigned Project Work in the course, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.
The comprehensive cutting-edge curriculum consists of 5 modules with 10 units covering all asset classes, analysis of financial assets, advanced financial modeling, security analysis, economic forecasting, and advanced portfolio management techniques.
|CHARTERED PORTFOLIO MANAGER® CURRICULUM|
|Portfolio – A Conceptual Framework||1. Economic Analysis & Forecasting|
|2. Portfolio and Investment Policy Management|
|Investment Environment||3. Study of Investment Vehicles|
|4. Corporate Finance Management|
|Portfolio Analysis||5. Financial Modeling & Analysis|
|6. Security Analysis|
|Alternative Investment Products||7. Study of Alternative Investment Products|
|8. Real Estate Valuation and Analysis|
|Applied Portfolio Management||9. Advanced Techniques and Strategies in Portfolio Management|
|10. Legalities of Portfolio Management|
CPM® Charter Holders are required to follow a strict code of ethics and rules that governs both their professional and personal conduct.
The Registration fees included free access to Online Study Material along with the paperback books which can be accessed through the Student Account.
Registration & Courseware Fees - INR 29,000 + 18% GST.
The registration is valid for 365 days from the date of activation of registration by AAFM® India and the candidate is required to complete the certification within 3 Years from the date of first registration.
Exam Duration – 180 Minutes
Exam Type - MCQ, Online Exam, No Negative Marking
Exam Fees – INR 3,000 + 18% GST
CPM® Exam is conducted through Pearson Vue Network at over 5000 Exam Centers in 150+ Countries
The CPM® Certification is issued directly from AAFM® USA on payment of 100 USD Certification Fees after meeting the academic requirements of the program.
The CPM® certification program standouts in the category of finance courses, in its depth and expertise along with its relevance to the portfolio & investment management industry. It is a valuable pathway to gain industry-relevant domain knowledge, and get placed in a leading global bank or financial organization.