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Membership Requirements
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Annual Membership Requirements

At the end of each calendar year, ACPM members are required to submit the following: 

  1. Record of 20 completed continuing education hours. ACPM maintains a self-auditing continuing education policy. 
  2. Answers to a series of Professional Conduct questions.
  3. Annual membership dues.

All three items are due by December 31st of that calendar year. 


IMPORTANT:  All CPM® holders who have not completed the required CE hours, have not completed the professional conduct survey, and have not paid their annual membership dues will be notified that they have 30 days to complete the requirements. After 30 days without compliance, the CPM® holder and their supervisor will be notified that the participant has been revoked ACPM membership and can no longer use the CPM® designation credential.

Frequently Asked Questions:

Q: I just graduated, am I still required to submit an attestation form in January?
A: Current participants in the CPM® program do not need to submit completed CE records until the following December.

Q: What type of continuing education will count towards my 20 hours?
A: Any offerings related to investment and portfolio related topics.

Q: What continuing education records must I keep?
A: Keep records of attendance and anything else indicating you completed all required work.

Q: Will I ever be asked to prove my 20 hours?
A: There is always a possibility, which is why we suggest maintaining accurate records.


9/19/2019 » 9/20/2019
2019 ACPM Annual Conference

Why Earn the CPM?

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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.