Accredited Portfolio Management Advisor

Professional Designation Program

PFP520: Portfolio Management for Personal Financial Planners


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:

  • 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

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. Students typically complete their studies within 12-16 weeks. PFP520 and the APMA® curriculum are worth 6 graduate semester credit hours and up to 45 hours of continuing education credit with some organizations.