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 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, Complaints and Accreditation
Check Designation Status Online Email [email protected]
Investor Complaint Process Online at Member Discipline and Complaints
Published List of Disciplined Designees None
Accredited By None