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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 F…
Qualification and Training Requirements
Prerequisites

Candidate has three years experience actively managing investment portfolios

Designation Training 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
Designation Exam Type

Varies according to educational requirement above

Continuing Education Requirements

15 hours per year

Verification and Complaints
Online Designation Resource

Email [email protected]

Investor Complaint Process

Online at Member Discipline and Complaints

Published List of Disciplined Designees

None