Accredited Portfolio Management
Advisor^SM or APMA^®

PFP520: Portfolio Management for Personal Financial Planners

This graduate-level program provides an introduction to portfolio construction and management. Topics covered will include client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, investor psychology, and other topics germane to building appropriate client portfolios.

Students will gain hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions, to include determining sell, hold, and buy decisions within a client’s portfolio.

The program consists of two parts:

Part 1 - A self-study or online instructor-led Mentor classroom focusing on program concepts

Part 2 - An 8-week online class involving direct application of program topics via PFP520

Upon completion of the PFP520 curriculum and the final examination, you are then eligible to apply for the Accredited Portfolio Management Advisor^SM, or APMA^®, designation.

Course Topics:

• Investment Risk & Return
• Modern Portfolio Theory & Performance Evaluation
• Features of Fixed-Income Securities
• Valuation & Analysis of Fixed-Income Securities
• Derivatives
• Real Assets & Foreign Investments
• Mutual Funds & Other Investments
• Taxation of Investment Products
• Regulatory & Ethical Issues for the Investment Professional
• Retirement Cash Flow Considerations & Investment Strategies
• Client Suitability & Constructing an Investment Policy Statement

This program is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

Currently employed in the financial services industry? We have discount agreements with over 150 financial companies!

Before enrolling online, contact us to see if you qualify for a discount at 1-800-237-9990.

PFP520 and the APMA^® curriculum are worth 3 graduate semester credit hours and up to 45 hours of continuing education credit with some organizations.

Student Loans are available

Students typically complete their studies in 4 months or less. The APMA^® program may allow you to earn up to 3 semester credit hours toward a master's degree and up to 45 hours of continuing education credit with some organizations. In addition, APMA^® graduates also receive credit for completing CFPE1102, the Investment Planning course in the CFP Certification Professional Education Program.

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. Also included are open-ended, multiple-choice, and case analysis related questions to help you prepare for the exam and equip you with knowledge to help your clients. The College's highly qualified, full-time faculty is available via telephone or e-mail to support you in your studies.

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