Certified Portfolio Manager Credential Program
Increase your value and boost new business. From new regulation and robo-advisors to blockchain and fee compression, the financial services industry is in transition and the role and value-add of a financial advisor is shifting accordingly. Continuing education, in the form of certifications and designations, has continued to emerge as a leading trend across the industry to fill this gap.
The Certified Portfolio Manager (CPM®) program is a concentrated program that establishes a specialized area of expertise in discretionary portfolio management, immersing candidates in asset valuation, portfolio construction and risk management.