Industry Recognition:
The APMA® designation is recognized as the industry-benchmark for portfolio management credentials and is endorsed by the top financial firms.
Stackable Credits:
APMA® designees receive direct credit for the investment planning course in our CFP® certification education program. They also receive credit for an elective in our MS in Personal Financial Planning program. This allows you to save both time and money while pursuing multiple credentials.
Tangible Career Benefits:
Graduates of the APMA® program report an amazing 55% average earnings increase as well as increases to their client base and even their job satisfaction.
Complete Your Existing CE Requirements:
Obtain up to 45 hours of continuing education for completing the program.
Skills That Benefit You and Your Clients:
Develop a comprehensive knowledge in topics like modern portfolio theory and behavioral finance. This allows you to help both your clients and your own career.
Review our Policies and Procedures for more details.
How does the APMA® Program work?
