Accredited Portfolio Management AdvisorSM - APMA®

APMA® Professional Designation Program

The Accredited Portfolio Management AdvisorSM, or APMA® program, is a designation program for financial professionals. The program educates advisors on the finer points of portfolio creation, augmentation, and maintenance. Students will gain hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions.

Choose your learning modality and complete your APMA® designation.  

  • Attend Live Online classes from the comfort of your home! Expert faculty will lead a series of Live Online class sessions, which are then archived to your dashboard for further review or in case you miss a class. 
  • With OnDemand classes, you get the best of both worlds—instructor-led lectures and the ability to view them when it fits into your schedule.  

The APMA® designation streamlines the cost and time toward your next credential.
As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the APMA®, graduates earn direct credit for:

  • Course FP513 in the College's CFP® certification education program.
  • One elective course in the College’s Master of Science Degree in Personal Financial Planning.

The APMA® designation package includes: 

Course Sessions

The next Live Online classes will be offered during these dates. If you prefer OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.

APMA: Live Online Class (January 12 - March 4, 2021) (Version 10)
January 12 - March 4, 2021
Jim Maher

Frequently Asked Questions about the APMA® Designation

Offer the APMA® Program to Your Employees

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