Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Certified Portfolio Specialist (CPS)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Interfima
Qualification and Training Requirements
Prerequisites

Candidates must have:

  • three years of experience in the financial services industry or
  • an undergraduate or graduate degree in finance, economics, business or law from an accredited university, college or school.
Designation Training Requirements
  • 50 hours of self-study courses and 10 hours of virtual meetings with the instructor or
  • 60 hours of on-site, in-class study related to portfolio management topics
Designation Exam Type

Online or on-site, closed book, proctored final exam
Continuing Education Requirements

Three hours annually
Verification and Complaints
Online Designation Resource

None
Investor Complaint Process

Submit complaints via email to [email protected].
Published List of Disciplined Designees

None