The Chartered Portfolio Manager (CPM) program is designed to develop the knowledge and skills of experienced investment professionals and help them become successful portfolio managers. The program is designed to cover the fundamental aspects of portfolio management and provide the skills and knowledge necessary to develop and manage successful portfolios.
The program is offered by the Global Academy of Finance and Management (GAFM), an international professional organization dedicated to the advancement of professional portfolio management. The CPM program is a comprehensive program that covers a wide range of topics and disciplines related to portfolio management.
The program covers the fundamentals of portfolio management, investment analysis and evaluation, portfolio construction and management, and portfolio risk management. The program also provides comprehensive instruction on the use of financial software, tools, and technologies to develop and manage portfolios.
Comprehensive curriculum covering asset allocation, investment analysis, risk management, client advisory, ethical professionalism, and a global perspective on portfolio management.
Module 1: Asset Allocation:
This module provides a comprehensive overview of the principles of asset allocation and how to effectively allocate assets to achieve desired portfolio performance. Topics covered include: diversification, risk management, portfolio construction, portfolio monitoring and rebalancing, and asset allocation strategies. This module is designed to equip CPMs with the knowledge and skills necessary to make effective asset allocation decisions. The target audience for this module are CPMs and those interested in becoming CPMs.
Module 2: Portfolio Optimization:
This module explores portfolio optimization techniques and how to use them to optimize portfolios for maximum returns. Topics covered include: asset allocation models, portfolio optimization techniques, portfolio optimization strategies, risk-return tradeoffs, and portfolio optimization software.
Module 3: Portfolio Performance Measurement:
This module provides an overview of the principles of portfolio performance measurement and how to use them to measure and evaluate portfolio performance. Topics covered include: performance metrics, portfolio risk metrics, portfolio performance attribution, portfolio attribution analysis, and portfolio performance benchmarking.
Module 4: Risk Management:
This module explores the principles of risk management and how to effectively manage risk in portfolios. Topics covered include: risk management strategies, portfolio hedging, portfolio insurance, and risk analytics.
Module 5: Investment Strategies:
This module provides an overview of the principles of investment strategies and how to use them to achieve desired portfolio performance. Topics covered include: portfolio diversification, market timing, sector investing, momentum investing, and active management.
Module 6: Investment Analysis:
This module explores the principles of investment analysis and how to use them to analyze and select investments. Topics covered include: financial statement analysis, security analysis, portfolio analysis, and portfolio selection.
Module 7: Investment Valuation:
This module provides an overview of the principles of investment valuation and how to use them to determine the value of investments. Topics covered include: fundamental analysis, discounted cash flow analysis, relative valuation, and Monte Carlo simulations.
Module 8: Financial Statement Analysis:
This module explores the principles of financial statement analysis and how to use them to interpret financial statements. Topics covered include: the components of financial statements, financial statement analysis techniques, financial statement analysis software, and financial statement analysis techniques.
Module 9: Investment Banking:
This module provides an overview of the principles of investment banking and how to use them to provide financial advice and services. Topics covered include: financial products, mergers and acquisitions, leveraged buyouts, and private equity.
Module 10: Portfolio Accounting:
This module explores the principles of portfolio accounting and how to use them to manage portfolios. Topics covered include: portfolio accounting systems, portfolio accounting software, portfolio accounting techniques, and portfolio accounting software.
Module 11: Regulatory Environment:
This module provides an overview of the principles of the regulatory environment and how to use them to ensure compliance with applicable laws and regulations. Topics covered include: securities laws, the Investment Advisers Act of 1940, the Investment Company Act of 1940, and the Securities Exchange Act of 1934.
Module 12: Professional Ethics and Practice:
This module explores the principles of professional ethics and practice and how to use them to ensure ethical behavior and professional conduct. Topics covered include: professional ethics.
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