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2014 CPM Program
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2014 CPM Program

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8/7/2013 to 3/8/2014
When: 03/08/2014


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TERMS AND CONDITIONS:

To attain the CPM® certification, ACPM members are required to complete two components of the CPM® program. First, they complete 150-200 hours of independent study. They then attend a week-long residential program hosted by the IEOR Department at Columbia University, June 2-6, 2014. The coursework includes the study of the theory and practice of asset pricing, asset management, risk management, hedge fund management, corporate finance, fixed income analysis and foreign exchange. The CPM® designation is industry-wide recognized, now in its sixth year.

All candidates involved in the program will have the ability to finish in 150-200 hours of study as long as you are willing to put in the time. ACPM and Zoologic are bound by a one year license per candidate, if you are unable to finish within a year of receiving your log-in you may sign up for 1 additional year for a fee $500.  

Important Policies:

Those who register and pay will be allowed a 30 day "look" to evaluate whether or not you will complete the course. Should you opt out during that time period, ACPM will provide a refund less a $350 cancellation fee. After the 30 day "look” no refunds will be issued. All opt outs/cancellations MUST be made in writing and sent to the ACPM office at admin@academyofcpm.org

Eligibility criteria for CPM® candidates is as follows:

  • Must be a sole practitioner, portfolio managers or on teams
  • Must have at least five years experience and at least $10 million is assets-under-management
  • Certification by a supervising compliance officer that the candidate has a clean compliance record

Eligibility criteria exceptions - all exceptions shall be reviewed by the exeception committee. The exception committee shall bring exceptions of merit before the board, and a 2/3 affirmative vote of the board of directors shall be required to grant exceptions to potential CPM® Candidates. All exception requests should be submitted to ACPM at admin@academyofcpm.org.

By submitting your registration and payment you acknowledge that you have read and understand the terms and conditions.

To view the CPM CE Policy, click here.

Why Earn the CPM?

FOR FINANCIAL PROFESSIONAL USE ONLY 
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Certified Portfolio Manager is a registered trademark.
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The Academy of Certified Portfolio Managers (ACPM) is an independent 501(c)3 educational organization that creates and manages a credentialed program of excellence for training discretionary portfolio managers. “Certified Portfolio Manager” and “CPM” are registered trademarks.