Accredited Portfolio Management Advisor

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

Entry Requirements

  • Relevant working experience

Curriculum

  • 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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