Chartered Portfolio Manager (CPM)

Designation Essentials

Status

Currently offered and recognized by the issuing organization.

Issuing Organization

Global Academy of Finance and Management (GAFM), formerly American Academy of Finance and Management;

Qualification and Training Requirements

Prerequisites

Three years of experience in financial management or related industry

Designation Training Requirements

Eligible candidates must successfully complete at least one of the following:

  • 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
  • Five or more approved and related courses from an AACSB or ACBSP accredited business school or AAFM sanctioned program
  • AAFM Executive Certification training course

Designation Exam Type

Varies according to educational requirement above

Continuing Education Requirements

15 hours per year

Verification and Complaints

Online Designation Resource

Email info@gafm.com

Investor Complaint Process

Online at Member Discipline and Complaints

Published List of Disciplined Designees

None

The advantages of certification

1. For enterprises to recruit talents, it can highlight personal professional knowledge, thus increasing the chances of being admitted, promoted, and adjusted salary.
2. To master the latest information of the international financial market, expand horizons, strengthen management and professional ability.
3. The GAFM international certificate has been recognized by major companies in more than 140 countries around the world, which can increase development opportunities overseas.
4. The academic status of GAFM will give you the advantage of applying for admission to the world’s top business management schools.
5. 30 hours of back training every year to maintain functional competitiveness and increase communication and business opportunities with elites in the industry.

Relevant course accreditation link: https://www.finra.org/search?search_api_fulltext=GAFM

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