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Accredited Portfolio Management AdvisorSM - APMA®

APMA
APMA® Professional Designation Program
$1,300.00

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 the program at any time with OnDemand classes. You'll have:
  • Access to pre-recorded, instructor-led class lectures that guide you through key concepts in the curriculum.
  • Freedom to view the lectures based on your schedule. You can start, stop and rewind as you need to.

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.
Plus, completion of professional designations programs can also help you fulfill continuing education (CE) requirements:
  • If you are a CFP® professional, all designation programs (except the WMS® and LUTCF® programs) fulfill 28 hours of CE as part of your CFP® certification renewal.
  • 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: 

Frequently Asked Questions about the APMA® Designation

Offer the APMA® Program to Your Employees

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