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.
What benefits does the APMA® Program offer?
"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.
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.
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: 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.
A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.
There are additional requirements to obtain and maintain authorization to use this designation.
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
Monday, January 8, 2018
Wednesday, February 28, 2018
Classes meet each Tuesday and Thursday
Tuesday, March 20, 2018
Thursday, May 10, 2018
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!
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 email@example.com.
The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.
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.