What is the CPM® Designation?

The Certified Portfolio Manager (CPM^®) designation is a collaboration of the Academy of Certified Portfolio Managers and Columbia University. The academic component 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.

The curriculum encompasses eight core concepts:

• Quantitative Methods
• Financial Statement Analysis
• Corporate Finance
• Fixed Income Analysis
• Equity Analysis
• Fiduciary Responsibility
• Derivatives
• Portfolio Management
  

The Benefits

The CPM® Program advances your knowledge in three vital areas: Valuation Analysis, Portfolio Construction and Risk Management.

Candidates will sharpen their command of these fundamental areas while demonstrating their commitment to continuing education and industry knowledge.

Qualifying for the CPM^® designation

The current criteria for applicant eligibility are any of the following:

1) A certificate, diploma or academic degree providing evidence of a four-year undergraduate degree

2) 3 years of employment in the financial services industry.

3) 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.

CPM^® Program tuition

Option A – Early Payment Discount (Total: $7,900)

Full Certification Program with Upfront Payment Discount – $7,900 paid upon registration.

Option B – Installments (Total: $8,200)

Full Certification Program in 2 Payments – $4,100 paid upon registration and $4,100 paid before start of Phase 2.

Option C – Pay as you Go (Total: $8,500)

Phase 1 (online) – $500 paid upon registration (must complete within 1 year of registration to qualify for Phase 2)

Phase 2 (optional) – $8,000 due no later than 3 weeks prior to the beginning of Phase 2

The program tuition includes the license to use our host site, Zoologic, and five days of onsite learning at Columbia University in New York. This also includes all meals and networking events at Columbia University.

Your tuition does not include any travel or hotel expenses for the onsite learning at Columbia. The CPM^® onsite week at Columbia University is required to receive the CPM^® designation.

CPM® Program timeline

It is anticipated that each candidate will spend 150 - 200 hours on the online pre-work hosted by Zoologic.  After successfully completing the modules and passing the exams, candidates are eligible to attend the onsite learning at Columbia University.  The five days at Columbia University will be the final part of the program.