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Certified Portfolio Manager (CPM)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Academy of Certified Portfolio Managers
Qualification and Training Requirements
Prerequisites

Candidates must have:

  • a certificate, diploma or academic degree providing evidence of a four-year undergraduate degree;
  • three years of employment in the financial services industry; or
  • a letter of recommendation, for candidates already employed in the financial services industry, written by a supervisor.
Designation Training Requirements

Complete a self-study program, followed by an on-campus week at a university partner
Designation Exam Type

Online, proctored, closed-book course exams
Continuing Education Requirements

20 hours of CE credits per calendar year
Verification and Complaints
Online Designation Resource

Online at Member Directory Search
Investor Complaint Process

None
Published List of Disciplined Designees

None