Chartered Portfolio Manager
Chartered Portfolio Manager (CPM) is a finance certification for portfolio managers and Investment Management professionals. The credential offered by the Global Academy of Finance and Management's International Board of Standards has requirements that include an accredited degree, relevant experience, assessment, and abiding by the organizational ethics and continuing education. The program was established by the Academy in 2000.
REQUIREMENTS
The specific requirements for certification included:
- passing courses in finance and investment management from an accredited business school including courses in finance, taxation,, financial planning investments, and ethics;
- two years of relevant work experience or an MBA;
- holding an accredited Bachelor’s degree;
- abiding by the organization's professional ethics.
- waivers are granted to those with accredited business school degree education and assessment.
Once certified, the CPM was required to maintain membership in GAFM and complete 15 hours of continuing education annually.
The CPM certification is intended for portfolio managers and investment managers in the brokerage, hedge fund, mutual fund, ETF, banking and insurance industry. Thus the credential is specifically for bankers, insurance professionals, brokers, research analysts, investment bankers and those in the banking and financial industry.
ACCREDITATION
The GAFM is ESQ accredited in Europe, and is an ISO 21001 certified educational body. [1]
The GAFM International Board of Standards is a charter signatory of the CHEA Council of Higher Education Standards agreement. [2]
The GAFM has an accreditation agreement with the ACBSP where graduates of over 1000 business schools may achieve certification by taking accredited courses and exams. [3]
Notes
- ^ "Recognition - Global Academy of Finance & Management". www.gafm.com. Retrieved 2020-10-02.
- ^ "CHEA/CIQG Memorandum of Affiliation | Council for Higher Education Accreditation". www.chea.org. Retrieved 2021-08-31.
- ^ ACBSP. "ACBSP GAFM Standards Agreement". ACBSP Accreditation Council for Business Schools and Programs.
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External links
- [GAFM Global Academy of Finance and Management http://www.gafm.com]