Accredited Portfolio Management AdvisorSM - APMA®

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.
Begin your program at any time and complete your APMA® designation program.
Students have access to OnDemand classes which provide the flexibility to complete a professional designation program at their own pace based on their busy schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments, recorded video lectures and module quizzes to your final exam.
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 or
- One elective course in the College’s Master of Science Degree in Personal Financial Planning.
- If you are a CFP® professional, successful completion of the College’s professional designation programs can qualify for CE hours for CFP® certification renewal as follows:
- ADPA® program: 28 hours (live online program); 22.5 hours (ondemand program)
- SE-AWMASM program: 28 hours (live online program); 24 hours (ondemand program)
- All other designation programs (except the FPQP® and WMSSM programs): 28 hours (either live online or ondemand program)
- If you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.
The APMA® designation package includes:
Because this option is self-paced, you can begin the program at any time.
- Investment Risk and Return Analysis
- Modern Portfolio Theory and Performance Evaluation of Equities
- Debt and Fixed-Income Features
- Debt and Fixed Income Valuation and Analysis
- Mutual Funds and Other Pooled Investments
- Investing in Real Assets
- Derivatives and Structured Products
- Taxation of Investments and the Regulatory Environment
- Ethical Considerations, Investment Strategies and Retirement Needs Analysis
- Behavioral Finance, Client Suitability and Constructing Portfolios
The Practice Exam is designed to closely replicate the Final Exam experience in terms of the degree of difficulty, timing, format, and topical coverage. This exam can be taken twice and provides unique practice questions that you haven’t seen at this point in your studies. The Practice Exam is a sound indicator of how you will perform on your Final Exam. It allows you to see areas of strength and weakness on your Performance Tracker.
If you are pursuing the Sports & Entertainment (SE) Supplemental Education for AWMA® Program to earn your SE-AWMA℠ designation, you must achieve a score of 70% or higher on the Final Exam. These students have an allotted time of 1 hour to take the Final Exam and a maximum of two attempts to pass the Final Exam.
Course Sessions
With OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.
Frequently Asked Questions about the APMA® Designation
- Advanced advisors who desire financial planning credentials to advance their career
- Advisors with a broad financial knowledge who wish specialize in the discipline of portfolio management
- Advisors who wish to pursue the CFP® certification or a master of science degree at a later date
- Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
- Students who enroll in OnDemand classes will receive online access immediately after they enroll.
If you need to extend your program, extensions of up to 60 days are available at a fee. Extensions requests must be received on or before the fourteenth day following the course end date. Fees are non-refundable.
Sports & Entertainment (SE) Supplemental Education for the AWMA® program
Students have 30 days from the date they are provided online access to complete the program (including testing and passing the Final Exam).
If you need to extend your program, extensions of up to 60 days are available at a fee. Extensions requests must be received on or before the fourteenth day following the course end date. Fees are non-refundable.
A passing score on the Final Exam is a score of 70% or higher. The grade earned on the Final Exam reflects your overall grade for the designation program.
A score of 70% or better is required to pass all professional designation final exams. Students who do not earn a minimum of 70% after the allotted number of final exam attempts will be required to re-enroll in the professional designation course, pursuant to the Professional Designation Re-Enrollment Policy.
All APMA® designation holders are responsible for completing 16 hours of Continuing Education credits every two years.
A $95 renewal fee is also required every two years. Learn more about your renewal options at the link below:
Renew Your Professional DesignationOffer the APMA® Program to Your Employees
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