"The quality of the staff at Columbia sets the tone for what is essentially a bullet train ride through complex topics that are essential for portfolio management today. Each and every topic is a "must have" and the ride is by no means a 20,000 Ft. flyover. It is granular and expansive. It is effective and complete."

Frank Di Rocco, Class of 2012

"CPM gives validation to my 30 years of work."

Joseph Adamo, Class of 2012

"In our practice we compete against top advisors from across the country for new business. The principals of the CPM program have helped me better understand portfolio risk and hone my skills as a portfolio manager. The designation itself has been a key factor that has led to a significant amount of new business for our team. We have also seen a large increase in client referrals."

David Himich, Class of 2013

"My clients and team have benefitted from the rigor required to complete the Certified Portfolio Manager's designation. The daily application of these learned skilles continues to yield incremental benefits."

Harvey Snider, Class of 2012

"This fantastic program with world-class faculty and speakers, combined with the powerful heritage of Columbia University, is both rigorous and rewarding. The CPM program can add value to a financial advisory practice in so many ways. Put you thinking cap on!"

Bret Cameto, Class of 2014

"I am now better able to enhance portfolio models for our clients, The CPM program expanded my practical and pragmatic skills through in-depth theory and insight."

Philip Gagliardi, Class of 2014