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Chartered Portfolio Manager (CPM)


In order to be considered for this designation, a candidate must first have at least three years experience in managing investment portfolios. The candidate must then complete undergraduate or graduate studies in finance, tax, accounting, law or obtain a CPA, MBA or Masters of Science (MS) from an accredited university. Another option is to complete at least five courses approved by the conferring organization, the American Academy of Financial Management (AAFM).

Issuing Organization:

American Academy of Financial Management (AAFM)



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