Certified Portfolio Manager Program
The CPM credential program is designed to provide a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts for financial services industry professionals managing discretionary portfolios.
INTERESTED CPM® CANDIDATES MUST MEET ANY OF THE FOLLOWING:
- A certificate, diploma or academic degree providing evidence of a four-year undergraduate degree.
- 3 years of employment in the financial services industry.
- Letter of recommendation on behalf of the applicant who is employed in the financial services industry, written by a supervisor, where the credential requirements are desired for the training and development of the applicant.
Eligibility Criteria Exceptions
Interested prospective candidates who do not meet eligibility requirements may petition the Academy of Certified Portfolio Managers for approval to complete the program. Candidates seeking accreditation and use of the CPM credential are expected to maintain the highest personal integrity and professional standards. All exception requests should be submitted to firstname.lastname@example.org.
Certified Portfolio Manager Program Registration
Zoologic Individual Courses
Zoologic Individual Course Registration