Chartered Portfolio Manager (CPM)

WiserAdvisor is the oldest and the largest independent network of financial advisors.


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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Results from people who have used the "Match Me" form above

Customer profile


Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:


Arrow UpI am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.Arrow Down