FUND MANAGEMENT

PORTFOLIO MANAGEMENT

GLOBAL CERTIFICATION IN PORTFOLIO MANAGEMENT

CONNECT YOUR CAREER TO THE WORLD

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®Earning your Chartered Portfolio Manager certification is the most important step you can take to accelerate your career and serve your clients.

®As a CPM professional, you’ll enjoy a rewarding, in-demand career while helping people achieve their investment & portfolio objectives.

®WHY GET CPM CERTIFIED?

FINANCIAL PROFESSIONALS

PORTFOLIO MANAGERS

CAREERS CHANGERS

FUND MANAGERS

STUDENTS

PORTFOLIO MANAGEMENT INDUSTRY

PORTFOLIO MANAGEMENT INDUSTRY

The outlook for portfolio management industry is strong, driven by rising levels of private wealth and the threat of significantly underfunded retirement savings.

Internally, long-standing operating models may need transformation to keep up with the competition, and digital-enabled customization is becoming a client expectation.

Externally, firms may discover finding investors in new demographic segments or geographies is the most effective path to asset growth.

Investors are adjusting their portfolio allocations in search of total return.

In the retail market, this adjustment includes expansion towards alternative investments. Consequently, many firms with investment management capabilities are looking for new leadership they believe are better suited to deliver results in an increasingly dynamic and complex industry landscape.

Global investment is projected to rise by nearly 26% over the next five years, reaching USD 399 trillion by 2023. Emerging markets are responsible for 32% of the growth, although they account for just 21% of current investment.

In 2020, many investment management firms globally are actively seeking to cross boundaries in search of profitable growth. Crossing boundaries often means leaving the comfort zone and performing new activities in new geographies.

This presents a very attractive opportunity for ‘Finance Professionals’ in India if they are able to acquire portfolio management skills and cutting-edge knowledge.

® ®The Chartered Portfolio Management Certification Program (CPM ) Certification incorporates world class skills to allow you to meet the requirements of the both the Indian and Global Asset Management Organizations.

Founded in 1996 – 23

Years Old Body

3,00,000 +

Certificants

Globally

50,000 + ®CWM Globally

Member

Presence in

151+ Countries

Offices in

17 Countries

Global recognition

agreement with

AACSB and ACBSP

Accreditation Agency.

®AAFM is a renowned Global name in financial education with presence in 151+Countries and over 300000 Certificants Globally which is committed to make quality education available to everyone regardless of their geographical location and age limit.

®AAFM offers exclusive certified designations, charters, and master's certification to candidates who meet the high standards. ®AAFM now has representative offices in the US World Trade Center N.O. Center, Hong Kong, Beijing, India, Dubai, Kuwait,

Latin America and South America, Singapore, The Caribbean, Europe, and more.

AMERICAN ACADEMY OF FINANCIAL ® ®MANAGEMENT (AAFM , USA)

A A

F M

AMERICAN

MANAGEMENTFINANCIALACADEMY OF

American Academy of Financial Management India Private Limited, AAFM India (AAFMI) was established under the banner of ® ®American Academy of Financial Management (AAFM ), USA and started its operation in the year 2011 as its Indian Chapter with

the objective to work in the Financial Services Domain as a Standard Setting Body in India to promote Wealth Management and Financial Advisory Services.

AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India. ®AAFM India offers various Certifications, Designations and other Educational Programs offered by AAFM including the

prestigious and highest designation globally recognized in the Field of Wealth Management “CHARTERED WEALTH ®MANAGER” (CWM ).

AAFM India is an accredited CPE Provider for NISM Certifications for Continuous Professional Education and has already trained 15,000+ Professionals and is present across India by virtue of its License Partners & Trainers.

®ABOUT AAFM INDIAA M E R I C A N A C A D E M Y O FF I N A N C I A LM A N A G E M E N T

A A F MINDIA

If you practice portfolio or investment management in your work or want to make a career in ‘Portfolio Management’ earning the ® ®Chartered Portfolio Manager (CPM ) Certification builds your skills & knowledge.

The program concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within the financial services organization, thus providing momentum for continuing professional and personal development.

This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.

®CHARTERED PORTFOLIO MANAGERCPM®

Portfolio ManagementChartered Portfolio Manager

TMAAFM Board Certification

CPM LEARNINGS

The theory and the real-world skills necessary to design, Appreciate the complexities of investing in emerging execute, and evaluate investment proposals that meet markets and develop strategies for managing risk and financial objectives. maximizing returns

To explore the latest advances in modern portfolio theory How to capitalize on understanding behavioural biases and differentiate your portfolio management skills by and irrational behaviour in financial markets.adopting international best practice The best practices in portfolio management and How to construct & integrate optimum portfolios & asset performance evaluation as well as current investment mix planning into your portfolio development strategies strategies.

About the global financial markets and instruments that characterize the investment opportunities available to today’s investor.

By the end of your assigned Project Work in the course, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.

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BOOST YOUR CAREER

Beat the Competition

Get that Promotion

and Be a Winner !

STAND OUT TO

TOP EMPLOYERS

GET UNMATCHED

EXPERTISEGLOBAL PASSPORT GLOBAL NETWORK

World’s leading Asset

Management Companies

and Banks Hire ®CPM Certifications

Knowledge you Need !

Skills the World Wants !

International Job

Opportunities

Certifications Valid

in 151+ Countries

Join the Community of

3,00,000 Chartered ®Portfolio Manager

Professionals Worldwide

®BENEFITS OF CPM CERTIFICATION

® ®This power packed Chartered Portfolio Manager (CPM ) course fully equips you with the skill sets required to begin a career in portfolio & investment management, fund management, wealth advisory & private banking functions.

Today, the requirement for skilled portfolio managers are greatly surpassing supply, creating an unlimited possibility for professional growth in this space.

Reasons to opt for Portfolio Management as a Career Options:

PORTFOLIO MANAGEMENT CAREER PATH

Increase in Disposable & Investment Surplus in India Increase in number of Assets Management Firms

Investment Products are increasingly becoming Complex Growing awareness about Financial Advisory

Lack of quality talent in Portfolio Management Lucrative pay package of Portfolio Managers

WHO SHOULD PURSUE?

Portfolio Managers, Fund Managers, Executives in Students seeking to understand Portfolio Management Asset Management Companies Services

Brokers, Sub-brokers, Investment Consultants Bankers, Finance Professionals

Research Analyst, RIA, Financial Distributor, Technical High Net worth Investors, CA, CSexpert

CAREER AVENUES

Wealth Management

PrivateBanking

Broking

su anceIn r

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un

Mal F

d

FinancialAdvisor

Assets Manager; Portfolio Manager; Portfolio Analysts

Relationship Manager; Personal Finance Manager; Financial Manager; Financial Analyst

Investment Manager; Fund Manager; Wealth Manager

Corporate Financial Analyst; Corporate Securities Research Analyst; Corporate Statistical Financial Analyst

Assets Management

Banking

Investment Services

Corporate Financial Services

Institutional Commodity Analysts; Rating Analysts; Risk AnalystsInstitutional Services

®CPM is a Professional Qualification, candidates are given online as well as offline access to learning support materials and resources in addition to support through a variety of resources like Authorized Licensed include:

STUDY AND LEARNING RESOURCES

Access to Online Content Mock Test for PracticeLive & Recorded Webinars Study Reports to Analyze Performance

®Access to CPM Question Bank Sample Examination Papers

The comprehensive cutting-edge curriculum consists of 5 modules with 10 units covering all asset classes, analysis of financial assets, financial modelling, security analysis, economic forecasting and advanced portfolio management techniques.

MODULES

CURRICULUM

Portfolio – A Conceptual Framework

Investment Environment

Portfolio Analysis

Alternative Investment Products

Applied Portfolio Management

Unit 1 Economic Analysis & Forecasting

Unit 2 : Portfolio and Investment Policy Management

Unit 3 : Study of Investment Vehicles

Unit 4 : Corporate Finance Management

Unit 5 : Financial Modeling & Analysis

Unit 6 : Security Analysis

Unit 7 : Study of Alternative Investment Products

Unit 8 : Real Estate Valuation and Analysis

Unit 9 : Advanced Techniques and Strategies in Portfolio Management

Unit 10 : Legalities of Portfolio Management

:

UNITS

WHAT OUR CERTIFICANTS SAY

TESTIMONIAL

®I decided to pursue the CPM certification in order to advance my career and increase my marketability. I looked at several alternative training programs and found that AAFM was the only firm whose curriculum had

®been modified to advanced pattern. I took AAFM’s CPM program and passed the exam on the day it was offered. I was very pleased with my

®result and I had recommended AAFM’s CPM program to many people since then.

Ravi KumarKrishnan

®CPM Portfolio Manager, USA

The practical knowledge gained from my organization on Portfolio Program and Management, support from various mentors, reference to multiple books and QnA, helped me to crack answer for almost all of the

® ®CPM questions. As CPM focuses on “Doing-Right-Things”, unlike other program which focuses on “Doing-Things-Right”, I feel, the opportunities to discuss with faculties and support staff is one of the key learning source. This will help to crack answers on strategy alignment

®topics especially. During the exam I faced challenges (like CPM exam) to keep up within 180 minutes duration but managed to succeed.

S.Paras®CPM Portfolio

Manager, USA

REGISTRATION REQUIREMENTS

No prior knowledge required to pursue the course.

To enroll for the program, you need to be have passed Intermediate (10+2).

To obtain the certification, you need to have a bachelor's degree from an accredited institution at the time of grant of certification.

® ®The candidates who wish to undergo the CPM Certification Program need to register with AAFM . A candidate can register with ®AAFM by filling the Online Registration Form.

EXAMINATION

Exam Duration – 180 Minutes

Exam Type - MCQ, Online Exam, No Negative Marking

®CPM Exam is conducted through Pearson Vue Network at over 5000 Exam Centers in 150+ Countries

Office No – 403, ITL Twin Towers, Plot No.

B-09, Netaji Subhash Place, New Delhi – 110034,

Tel.: 011-45120800, Website: www.aafmindia.co.in

CONTACT DETAILS: M.: 9711797800 / 9650159583, Tel: 011 45120800, Email: info@aafmindia.co.in, Visit: aafmindia.co.in

CORPORATE MEMBERS