Program Overview

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.

Why become a Chartered Portfolio Manager?

  • Expertise: Gain comprehensive wealth management and investment advisory skills
  • Global Recognition: Join an elite network of recognized professionals worldwide.
  • Competitive Edge: Equip yourself to excel in the competitive wealth management sector.
  • Ethical Standards: Commit to upholding high ethical and professional norms.
  • Career Growth: Unlock opportunities for advancement and leadership roles.

Certification Requirements

Course Overview
Benefits
Exam
Placements
Course Overview

This comprehensive course provides a foundational understanding of the job, equipping participants with the essential knowledge and skills to navigate the rapidly evolving landscape of financial management. Delivered through a combination of theoretical concepts, hands-on practical exercises, and real-world case studies, this course is designed for individuals seeking to embark on a journey into the exciting fields of financial management.

Benefits

Financial management is a critical aspect of running any organization, whether it's a business, nonprofit, or government entity. Effective financial management offers numerous benefits that contribute to the overall success and sustainability of an entity. Here are some key advantages:

  1. It involves assessing and managing financial risks. By identifying potential risks, organizations can implement strategies to mitigate them, ensuring financial stability and resilience in the face of challenges.
  2. Helps in controlling and reducing costs. This includes monitoring expenses, identifying areas of inefficiency, and implementing cost-cutting measures without compromising the quality of goods or services.
  3. Through strategic financial planning, organizations can maximize revenues and minimize costs, leading to improved profitability.
  4. Maintaining a positive cash flow is crucial for the day-to-day operations of any organization. Financial management involves monitoring and managing cash flow to ensure that there is enough liquidity to cover operational expenses.
Exam

Exams are conducted as a formal assessment method to evaluate a person's knowledge, skills, and understanding of a particular subject or set of topics. The process of conducting exams typically involves several key components. After the exams are conducted, the assessment process begins. Papers are marked according to predetermined criteria, and results are calculated. In some cases, exams may be subject to external moderation for quality assurance.

Placement

Placement is the final step on your path to the certification. It indicates you've agreed to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.

Students who meet the eligibility criteria go through various rounds of interviews and assessments. The final selection is based on the candidates' performance in these evaluations.

Skills you develop

  • The theory and the real world skills necessary to design, evaluate and execute investment proposals that meet financial objectives.
  • To explore the latest advancements in modern portfolio theory and differentiate your portfolio management skills by adopting international best practices.
  • How to construct & integrate optimum portfolio & asset mix planning into your portfolio development strategies.
  • Learn to capitalize on understanding behavioural biases and irrational behaviour in financial markets.
  • The best practices in portfolio management and performance evaluation as well as current investment strategies.
Financial planners conferring in the background near their business table.
Financial planners conferring in the background near their business table.

Career avenues

  • Wealth Management Firms: Roles as wealth managers, advisors, or consultants.
  • Financial Institutions: Opportunities in banks, investment firms, and asset management companies.
  • Asset Management: Positions focusing on managing investment portfolios for clients or firms.
  • Investment Banking Firms: Roles in financial analysis, mergers, and acquisitions.
  • Corporate Finance: Advisory roles in corporations for wealth and asset management.
  • Private Banking: Positions catering to high-net-worth individuals in private banking.
  • Entrepreneurship: Establishing independent advisory or consultancy firms in wealth management.
  • Academia/Training: Teaching or developing courses in wealth management.

We're Here To Help

Questions? See our FAQs.

Get answers to all of your questions about the CE process and requirements.
See our FAQs