Accredited Portfolio Management Advisor℠
Professional Designation Program
PFPL585: Principles of Portfolio Management
This advanced 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. Upon completion of the course 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.
Chapter 1. Risk & Return Concepts
Chapter 2. Risk & Return Analysis—Standard Deviation & Correlation
Chapter 3. Risk & Return Analysis—Beta & CAPM
Chapter 1. Modern Portfolio Theory
Chapter 2. The Efficient Market Hypothesis
Chapter 3. Behavioral Finance, a Challenge to the EMH
Chapter 4. Equity Valuation
Chapter 5. Security Performance Evaluation
Chapter 1. Features of Fixed-Income Securities
Chapter 2. Asset-Backed Securities
Chapter 3. Structured Mortgage-Based Products
Chapter 4. Features of Preferred Stock
Chapter 5. Yield Curves
Chapter 1. Valuation of Bonds
Chapter 2. Duration
Chapter 3. Bond Volatility & Constructing Portfolios
Chapter 4. Convertible Bonds
Chapter 1. Mutual Funds
Chapter 2. Unit Investment Trusts
Chapter 3. Exchange-Traded, Leveraged, and Inverse Funds
Chapter 4. Other Pooled Investments
Chapter 5. Selecting a Mutual Fund
Chapter 1. Tangible Assets
Chapter 2. Real Estate
Chapter 3. Nontraded and Private REITs
Chapter 1. Options
Chapter 2. Futures Contracts
Chapter 3. Hedge Funds
Chapter 4. Private Equity
Chapter 5. Structured Products
Chapter 1. Taxes and Investments
Chapter 2. General Income Tax Principles
Chapter 3. Taxation of Investment Products
Chapter 1. History of U.S. Financial Regulation
Chapter 2. Forces Changing Financial Services
Chapter 3. The Fiduciary Standard
Chapter 4. Formal Ethical Codes and the Investment Professional
Chapter 1. Investment Strategies
Chapter 2. The Time Value of Money
Chapter 3. Retirement Needs Analysis
Chapter 4. “Safe” Withdrawal Rates
Chapter 1. Client Suitability
Chapter 2. Establishing Financial Goals
Chapter 3. Client Attitudes Toward Money and Investing
Chapter 4. Establishing an Investment Policy Statement (IPS)
Chapter 5. Dealing With Change and Future Challenges
The APMA® program is delivered via a combination of the College’s exclusive MyChoice learning platform. PFPL585 and the APMA® curriculum are worth 3 graduate semester credit hours and up to 28 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 complete the program, 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.
Additional requirements exist to obtain and maintain authorization to use the designation.
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.
Tue13Sep2016Thu03Nov2016Adobe Connect Online
APMA Online Program
Classes meet each Tuesday & Thursday.
Mon05Dec2016Wed25Jan2017Adobe Connect Online
APMA Online Program
Classes meet each Monday & Wednesday.