Chartered Portfolio Manager - CPM

A professional designation offered by the American Academy of Financial Management (AAFM). The prerequisites for the Chartered Portfolio Manager (CPM) program are three years actively managing portfolios and an AAFM-approved degree. The program teaches equity valuation techniques, dynamics that drive financial markets, how to construct and manage portfolios, and many other portfolio management topics.

The AAFM is a worldwide institution that offers candidates certification to improve their knowledge and credentials in financial management. The AAFM Board of Standards was originally founded in 1996 through a merger between Founders Advisory Committee of the Original Tax and Estate Planning Law Review and American Academy of Financial Management & Analysts.