Accredited Portfolio Management Advisor (APMA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization College for Financial Planning
Qualification and Educational Requirements
Prerequisites None
Education Requirements Two-part self-study course (requires 100-150 hours):
  • 11-module course focusing on program concepts
  • Online instructor-led graduate course involving direct application of program topics
Examination Type Final exam (online, closed-book, proctored)
Continuing Education Requirements 16 hours every two years
Verification, Complaints and Accreditation
Check Designation Status Online Online at Find an Advisor
Investor Complaint Process Online at Standards of Professional Conduct, click on Complaints Against a Designee under Complaint Procedures
Published List of Disciplined Designees None
Accredited By Issuing Organization (College for Financial Planning) is accredited by U.S Department of Education Regional Accredited Agencies, The Higher Learning Commission (HLC)