APMA® or Accredited Portfolio Management Advisor℠



*If you are currently employed in the financial services industry you may be eligible for a discount. Call our enrollment specialists now to find out.

Enroll in APMA®

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Course Description: The Accredited Portfolio Management AdvisorSM or APMA® Program is a professional designation program for financial professionals. The program is designed to educate advisors on the finer points of portfolio creation, augmentation, and maintenance. 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 curriculum for the APMA® program is entirely graduate level and provides direct credit toward the College’s CFP Certification Professional Education Program and an MS in Personal Financial Planning.

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What benefits does the APMA® Program offer?

  • Earn an industry-recognized designation encouraged by top firms that focuses specifically on portfolio management.
  • Graduates report an amazing 55% increase in earnings in addition to increases to their number of clients and even their job satisfaction.
  • Gain a comprehensive education that goes beyond investments and includes topics like behavioral finance and modern portfolio theory.


"This program gave me information I was able to apply in my practice immediately. I’d recommend it to anyone in this space." – Curt S.

  • Graduates receive direct credit for one of the 6 courses in the College’s CFP Certification Professional Education Program.
  • The APMA® designation is the industry-benchmark for portfolio management credentials and is encouraged by the top firms in the industry.
  • Expertise in this unique niche can set yourself apart and boost your current career or open new doors.
  • Obtain up to 45 hours of CE credit for completion.

Course Details

Why Enroll?

How does the APMA® Program work?

The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.


When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.


All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.

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


Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSIPrometric, 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.

Policies & Procedures:

A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.

Conferment Requirements

There are additional requirements to obtain and maintain authorization to use this 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.

Classes meet each Monday & Wednesday

Start Date:

End Date:

Monday, January 8, 2018

Wednesday, February 28, 2018

Classes meet each Tuesday and Thursday

Start Date:

End Date:

Tuesday, March 20, 2018

Thursday, May 10, 2018

Visit the College Calendar

Enrollment Process

Course Details

Enrollment Process

How do I enroll in a program?

It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools.
Get started today!

What payment options are available?

The College for Financial Planning accepts Visa, Mastercard, Discover and American Express.  If you would like to pay by check or money order contact an enrollment specialist for more information.

If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at enroll@cffp.edu.


The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.

Student/Alumni Resources

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Student/Alumni Resources

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.


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