★ Learn to think like a portfolio manager

Manage money like the pros who run portfolios

The Chartered Portfolio Manager® trains you to make investment decisions the way professionals do — strategic asset allocation, security analysis, risk management and performance evaluation across every asset class.

Globally recognised (AAFM/GAFM) All asset classes
The opportunity

India's investing wave needs real portfolio skill

SIPs, PMS and a surge of new investors mean firms need people who can actually build and manage portfolios — not just sell products. CPM® gives you the decision-making framework top employers look for.

AllAsset classes & advanced modelling covered
SkillsRisk, allocation, performance & analysis
GlobalAAFM/GAFM recognition across 151+ countries
What is CPM®

A professional portfolio manager's toolkit

The Chartered Portfolio Manager® is a career-advancement program that teaches you how experts make investment decisions — and trains you to think like a professional portfolio manager.

Across 5 modules and 10 units you'll cover all asset classes, security analysis, advanced financial modelling, economic forecasting and advanced portfolio-management techniques — the exact skills top firms seek.

Who it's for

Is CPM® right for you?

Portfolio & investment managers
Relationship managers & wealth advisors
Analysts moving into portfolio roles
Finance graduates targeting investment careers
5 Modules
10 units
1 Exam
50% pass
10+2
To register
Graduate
To certify
365 days
Registration validity
3 yrs
Max to complete
Curriculum

What you'll master

Indicative module areas across all asset classes — request the brochure for the full syllabus.

1
Markets & asset classesEquities, debt, alternatives and more.
2
Security analysisAnalysing financial assets for decisions.
3
Strategic asset allocationDesigning portfolios to meet objectives.
4
Portfolio construction & managementBuilding and rebalancing real portfolios.
5
Risk managementMeasuring and controlling portfolio risk.
6
Performance evaluationBenchmarking and attribution.
7
Advanced financial modellingQuantitative tools for portfolio work.
8
Economic forecastingReading markets and the macro backdrop.
Careers & salary

Where CPM® can take you

Roles across portfolio, fund and investment management.

Portfolio Manager Investment Manager Fund Manager Wealth Manager Investment Advisor Research Analyst

Indicative salary ranges in India

Portfolio Manager₹8–25 LPA
Fund / Investment Manager₹10–25 LPA
Investment Advisor₹6–18 LPA

Market salary ranges in India from public sources (Glassdoor, Indeed, 6figr), 2025. Actual pay varies by role, employer, city and experience — AAFM India does not guarantee placement or salary.

Global careers

Our alumni work at top financial companies — globally

CPM® portfolio managers manage capital at the world's leading asset managers, private banks and wealth firms — the designation is recognised in 150+ countries.

UBSGlobal Wealth Management Morgan StanleyWealth Management Wells Fargo Goldman SachsPrivate Wealth Management J.P. MorganPrivate Bank RBCWealth Management PictetWealth Management Deutsche BankPrivate Bank Bank of AmericaPrivate Bank Julius Baer BNP ParibasWealth Management LGTPrivate Banking HSBCPrivate Bank SantanderPrivate Banking BMOPrivate Wealth Scotiabank ABN AMRO J. Safra Sarasin Lombard Odier IndosuezWealth Management

Representative global employers of finance professionals. Company names and trademarks are the property of their respective owners; shown for identification only. AAFM India does not guarantee placement.

Worldwide

A global community across 150+ countries

AAFM-certified professionals practise in the world's major financial centres.

United StatesUnited States United KingdomUnited Kingdom IndiaIndia United Arab EmiratesUAE SingaporeSingapore Hong KongHong Kong CanadaCanada AustraliaAustralia SwitzerlandSwitzerland GermanyGermany Saudi ArabiaSaudi Arabia QatarQatar KuwaitKuwait MalaysiaMalaysia ChinaChina South AfricaSouth Africa

Join 3,00,000+ AAFM-certified professionals worldwide

Build portfolios with global-standard expertise. Talk to a counsellor — free, no obligation.

Questions

CPM® — frequently asked

The CPM® (Chartered Portfolio Manager) is a designation focused on the craft of managing investment portfolios — asset allocation, security analysis, risk management and performance evaluation across asset classes. Offered by AAFM India under the AAFM/GAFM global standards, recognised in 151+ countries.

Portfolio and investment managers, relationship managers, wealth advisors and analysts who want to specialise in managing investment portfolios, plus finance graduates targeting investment roles.

CWM® is broad wealth management; CPM® goes deeper specifically into portfolio construction, asset allocation, risk and performance — the craft of managing money.

Register after 10+2; a graduate degree is required to be certified. Registration is valid for 365 days, and the certification must be completed within 3 years of first registration.

Fees vary by intake and any current offers. Request the brochure or speak to a counsellor for exact, up-to-date fees.

Get started

Start your CPM® journey today

Request a call back and our counsellors will share the full syllabus, fees and the next batch.

Enquire about CPM®

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