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American Academy of Financial Management
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Chartered
Portfolio Manager CPM Board Certified
Designation - Chartered Portfolio
Manager
Acronym and Post Nominal Letters: CPM
Prerequisites/Experience Required Candidate has
3 years experience actively managing investment portfolios
Educational Requirements Eligible candidates must
successfully complete at least one of the following:
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AAFM-approved degree (graduate or undergraduate)
in finance, tax, accounting, financial services, law
or a CPA, MBA, MS, PhD, or JD from an accredited school
or organization
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5 or more approved and related courses
from an AACSB
; ACBSP ,
Equis or ABA accredited business school, law school,
or AAFM sanctioned program
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experience or qualifications: so that we can make a Review
and Determination
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