Accredited Portfolio Management Advisor

College for Financial Planning
United States
Professional and Vocational
Study mode
12 weeks
January August
Tuition fee (local)
Information not available
Tuition fee (foreign)
Information not available

Entry Requirements

  • Relevant working experience


  • Module 1. Investment Risk and Return Analysis
  • Module 2. Modern Portfolio Theory and Performance Evaluation of Equities
  • Module 3. Debt and Fixed Income Features
  • Module 4. Debt and Fixed Income Valuation and Analysis
  • Module 5. Mutual Funds and Other Investments
  • Module 6. Investing in Real Assets
  • Module 7. Derivatives and Structured Products
  • Module 8. Investments and Taxation
  • Module 9. Fiduciary, Ethical, and Regulatory Issues for Advisers
  • Module 10. Investment Strategies and Retirement Cash Flow Considerations
  • Module 11. Client Suitability and Constructing Portfolios

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