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.
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.
Frequently Asked Questions about the APMA® Designation
Offer the APMA® Program to Your Employees
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