CPM - Chartered Portfolio Manager

  Chartered Portfolio Manager (CPM)
Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization American Academy of Financial Management (AAFM)
Qualification and Educational Requirements
Prerequisites Candidate has three years experience actively managing investment portfolios
Education 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
Examination Type Varies according to educational requirement above
Continuing Education Requirements 15 hours per year
Verification and Complaints
Check Professional Status Online Online at Member Directory
Investor Complaint Process Online at American Academy of Financial Management Complaint Form
Published List of Disciplined Designees None
Accredited By None