THE CPM® CERTIFICATION DIFFERENCE

(CHARTERED PORTFOLIO MANAGER®)

Anyone can call themselves a Portfolio Advisor. Only those who have met AAFM® USA high standards for certification can call themselves a CPM® Professional.

WHAT CAN YOU BECOME AS CPM®CERTIFICANT?


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.

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LEARN JOB RELEVANT SKILLS

Get an in-depth understanding of portfolio management, alternate investment products, investment risk management and the functions within investment banker, portfolio manager works.

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GAIN INDUSTRY CERTIFICATIONS

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.

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JOIN AN ELITE GROUP

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..

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DEMONSTRATE YOUR LEADERSHIP

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

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WHERE CAN CPM® CERTIFICATION TAKE YOU?

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.

salary

HIGHER SALARIES

job

INCREASES JOB SECURITY

career

GLOBAL CAREER OPPORTUNITIES

skills

WORLD-CLASS SKILLS

our priorties

  Average Portfolio Manager Salary in India. Rs. 10,95,902  
(SOURCE: PAYSCALE.COM)

WHAT CAN YOU BECOME AS CPM® CERTIFICANT?

PORTFOLIO MANAGER

Manages client assets and portfolios in accordance with firm's guidelines, and contributes to research and analysis of investment opportunities and firm investment philosophy

FINANCIAL ANALYST

Performs research and analysis and/or manages investment options, making recommendations to advisors.

FUND MANAGER

Manage large Mutual Funds and Insurance Asset Portfolio’s.

FINANCIAL PLANNER

Creates unique investment policy statements to meet the unique investment objectives of their clients

INVESTMENT MANAGER

Selects and manages investments on behalf of a firm and its clients..

WEALTH MANAGEMENT ADVISOR

Develops one-on-one relationships with high-net-worth clients and helps to construct investment portfolios.

CHARTERED PORTFOLIO MANAGER® (CPM®) CERTIFICATION

 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.

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Why Study Portfolio Management?

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 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.

What will you Learn?

You will learn

  • The theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives.
  • To explore the latest advances in modern portfolio theory and differentiate your portfolio management skills by adopting international best practice
  • How to construct & integrate optimum portfolios & asset mix planning into your portfolio development strategies
  • Appreciate the complexities of investing in emerging markets and develop strategies for managing risk and maximizing returns
  • How to capitalize on understanding behavioural biases and irrational behaviour in financial markets
  • The best practices in portfolio management and performance evaluation as well as current investment strategies.
  • About the global financial markets and instruments that characterize the investment opportunities available to today’s investor.

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.

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Who Should Apply

The qualification is suitable for a wide range of practitioners & learners involved in managing investments

  • Portfolio Managers, Fund Managers, Executives in Asset Management Companies.
  • Brokers, Sub-brokers, Investment Consultants.
  • Research Analyst, RIA, Financial Distributor, Technical expert.
  • Bankers, Finance Professionals.
  • High Net worth Investors, CA, CS.
  • Students seeking to understand Portfolio Management Services.
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CPM® Curriculum

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
Modules Units
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

Pre-requirements to enrol for the certification?

  • No prior knowledge required to pursue the course.
  • To enrol for the program, you need to be have passed Intermediate (10+2).
  • To obtain the certification, you need to have a bachelor's degree from an accredited institution at the time of grant of certification.
  • You'll need a financial calculator.

CPM® Charter Holders are required to follow a strict code of ethics and rules that governs both their professional and personal conduct.

CPM® Fees & Validity

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.

CPM® EXAMINATION

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

CPM® Certification

The CPM® Certification is issued directly from AAFM® USA on payment of 100 USD Certification Fees after meeting the academic requirements of the program.

HOW CAN I JOIN CPM® CERTIFICATION?

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.

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Want to Know More About CPM® Certification

START YOUR JOURNEY TO CPM® CERTIFICATION

Visit Us

403, B-9, ITL Twin Towers,

Pitampura, New Delhi - 110034

Call Us

+91 9650159583

REQUEST FOR MORE INFORMATION

*Mandatory to fill all the fields

Want to Know More About CPM® Certification

REQUEST FOR MORE INFORMATION

START YOUR JOURNEY TO CPM® CERTIFICATION

Visit Us

403, B-9, ITL Twin Towers,

Pitampura, New Delhi - 110034

Call Us

+91 9650159583