Earning your Chartered Portfolio Manager® certification is the most important step you can take to accelerate your career and serve your clients.
As a CPM® professional, you’ll enjoy a rewarding, in-demand career while helping people achieve their investment & portfolio objectives.
Request More InformationAnyone can call themselves a Wealth Advisor. Only those who have met AAFM® USA high standards for certification can call themselves a CWM® Professional.
of CWM® professionals say they have a competitive edge over other financial advisors
of consumers say they feel more confident working with a wealth advisor with a wealth management designation
of CWM® Designation Holders say that certification has had a positive impact on their career satisfaction.
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.
Creates unique investment policy statements to meet the unique investment objectives of their clients
Selects and manages investments on behalf of a firm and its clients.
Develops one-on-one relationships with high-net-worth clients and helps to construct investment portfolios.
Manages client assets and portfolios in accordance with firm's guidelines, and contributes to research and analysis of investment opportunities and firm investment philosophy
Performs research and analysis and/or manages investment options, making recommendations to advisors.
Manage large Mutual Funds and Insurance Asset Portfolio’s.
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.
Project Completed
Awards Won
Hours of Work / Month
Satisfied Clients
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.
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.
The curriculum consists of 10 modules which cover all asset classes, analysis of financial assets and portfolio management techniques
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 Fees – INR 3,000 + 18% GST/
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.
The candidate whosoever qualifies the certification & examination requirements needs to pay the certification fees of USD 100 to obtain the CPM® certification
START YOUR JOURNEY TO CPM® CERTIFICATION
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