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Certified Portfolio Specialist (CPS)

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

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
  • 30 hours of self-study and project assignments plus 10 hours of one-on-one online sessions or
  • 40 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

Check status by emailing issuing organization at [email protected].
Investor Complaint Process

None
Published List of Disciplined Designees

None