Accredited Portfolio Management Advisor

Professional Designation Program

PFP520: Portfolio Management for Personal Financial Planners

APMA-SOT-banner

Program Summary:

The Accredited Portfolio Management Advisor or APMA® helps advisors to 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 – An optional online instructor-led 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, or APMA®, designation.

Why choose the APMA® Program?

  • APMA® graduates report yearly increases to their earnings, job satisfaction, and number of clients.
  • The APMA® program was created under the supervision of the several top financial firms and is intended to provide advisors with the most comprehensive portfolio management education possible.
  • Graduates of the APMA® program receive direct credit for CFPE 502, the Investment Planning course in our CFP Certification Professional Education Program.
  • The entire program is graduate-level and credits can directly apply toward our Master of Science Degree Program in Personal Financial Planning.

Course Topics:


Module 1. Investment Risk & Return

Chapter 1. Risk & Return Concepts

Chapter 2. Risk & Return Analysis—Standard Deviation & Correlation

Chapter 3. Risk & Return Analysis—Beta & CAPM

Chapter 4. Summary

Chapter 5. Module Review

Module 2. Modern Portfolio Theory & Performance Evaluation

Chapter 1. Modern Portfolio Theory

Chapter 2. The Efficient Market Hypothesis

Chapter 3. Equity Valuation

Chapter 4. Security Performance Evaluation

Chapter 5. Summary

Chapter 6. Module Review

Module 3. Features of Fixed-income Securities

Chapter 1. Features of Fixed-Income Securities

Chapter 2. Features of Preferred Stock

Chapter 3. Yield Curves

Chapter 4. Summary

Chapter 5. Module Review

Module 4. Valuation & Analysis of Fixed-income Investments

Chapter 1. Valuation of Bonds

Chapter 2. Duration

Chapter 3. Bond Volatility & Constructing Portfolios

Chapter 4. Convertible Bonds

Chapter 5. Summary

Chapter 6. Module Review

Module 5. Derivatives

Chapter 1. Options

Chapter 2. Futures Contracts

Chapter 3. Summary

Chapter 4. Module Review

Module 6. Real Assets & Foreign Investments

Chapter 1. Tangible Assets

Chapter 2. Real Estate

Chapter 3. Foreign Investments

Chapter 4. Summary

Chapter 5. Module Review

Module 7. Mutual Funds & Other Investments

Chapter 1. Mutual Funds

Chapter 2. Unit Investment Trusts

Chapter 3. Other Investments

Chapter 4. Averaging

Chapter 5. Selecting a Mutual Fund

Chapter 6. Summary

Chapter 7. Module Review

Module 8. Taxation of Investment Products

Chapter 1. Taxes & Investments

Chapter 2. General Income Tax Principles

Chapter 3. Taxation of Investment Products

Chapter 4. Summary

Chapter 5. Module Review

Module 9. Regulatory & Ethical Issues for the Investment Professional

Chapter 1. Ethical Behavior & the Modern Securities Industry

Chapter 2. Current Regulatory & Ethical Issues

Chapter 3. Duties Owed to the Client

Chapter 4. Formal Ethical Codes & the Investment Professional

Chapter 5. Closing the Circle: Ethical Behavior & the Asset Management Process

Chapter 6. Summary

Chapter 7. Module Review

Module 10. Retirement Cash Flow Considerations & Investment Strategies

Chapter 1. The Importance of Strategy

Chapter 2. Buy-and-Hold: The Benchmark Strategy

Chapter 3. Timing Strategies

Chapter 4. The Contrarian Strategy

Chapter 5. Small Stock Investing

Chapter 6. Active versus Passive Management

Chapter 7. The Enemies of Effective Strategy

Chapter 8. The Time Value of Money

Chapter 9. Retirement Needs Analysis

Chapter 10. How Much Money Will Be Needed for Retirement?

Chapter 11. “Safe” Withdrawal Rates

Chapter 12. Summary

Chapter 13. Module Review

Module 11. Client Suitability & Constructing an Investment Policy Statement

Chapter 1. Client Suitability

Chapter 2. Establishing Financial Goals

Chapter 3. Meeting Clients’ Needs

Chapter 4. The Client’s Attitudes Toward Money & Investing

Chapter 5. Establishing an Investment Policy Statement (IPS)

Chapter 6. Dealing With Change

Chapter 7. Summary

Chapter 8. Module Review

Course Details:

The APMA® program is delivered via a combination of the College’s exclusive MyChoice learning platform and our MS program’s Online Learning System. PFP520 and the APMA® curriculum are worth 3 graduate semester credit hours and up to 45 hours of continuing education credit with some organizations.

Students typically complete their studies within 12-16 weeks, although your completion time may be faster or slower than the duration cited.

To earn the designation, students have to successfully pass the course’s final exam at one of our approved testing centers: PSI,  Prometric , or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must  attempt the exam within six months of enrollment and have one year to complete the program. Full enrollment details can be found here.

In order to maintain a College designation, designees must renew every two years. Cost to renew is currently $95 and covers the renewal cost for one or multiple College designations held.

Live Course Dates

The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.

  • Tue
    10
    Feb
    2015
    Thu
    09
    Apr
    2015
    2:30PM-3:30PM (Mountain)Adobe Connect Online

    Classes meet each Tuesday & Thursday.