Accredited Portfolio Management Advisor

Professional Designation Program

PFPL585: Principles of Portfolio Management

APMA® Program

Program Summary:

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.

Course Topics:


Module 1. Investment Risk and Return Analysis

Chapter 1. Risk & Return Concepts

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

Chapter 3. Risk & Return Analysis—Beta & CAPM

Module 2. Modern Portfolio Theory and Performance Evaluation of Equities

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

Module 3. Debt and Fixed Income Features

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

Module 4. Debt and Fixed Income Valuation and Analysis

Chapter 1. Valuation of Bonds

Chapter 2. Duration

Chapter 3. Bond Volatility & Constructing Portfolios

Chapter 4. Convertible Bonds

Module 5. Mutual Funds and Other Investments

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

Module 6. Investing in Real Assets

Chapter 1. Tangible Assets

Chapter 2. Real Estate

Chapter 3. Nontraded and Private REITs

Module 7. Derivatives and Structured Products

Chapter 1. Options

Chapter 2. Futures Contracts

Chapter 3. Hedge Funds

Chapter 4. Private Equity

Chapter 5. Structured Products

Module 8. Investments and Taxation

Chapter 1. Taxes and Investments

Chapter 2. General Income Tax Principles

Chapter 3. Taxation of Investment Products

Module 9. Fiduciary, Ethical, and Regulatory Issues for Advisers

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

Module 10. Investment Strategies and Retirement Cash Flow Considerations

Chapter 1. Investment Strategies

Chapter 2. The Time Value of Money

Chapter 3. Retirement Needs Analysis

Chapter 4. “Safe” Withdrawal Rates

Module 11. Client Suitability and Constructing Portfolios

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

Course Details:

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.

  • Tue
    13
    Sep
    2016
    Thu
    03
    Nov
    2016

    APMA Online Program

    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Mon
    05
    Dec
    2016
    Wed
    25
    Jan
    2017

    APMA Online Program

    Adobe Connect Online

    Classes meet each Monday & Wednesday.

A complete list of classes can be found here.