The APMA® designation is recognized as the industry-benchmark for portfolio management credentials and is endorsed by the top financial firms.

APMA® designees receive credit for the completion of FP513 in our CFP® certification education program or 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.

Professionals surveyed with specialized financial designations such as the APMA® designation reported a 20% earnings increase after earning their most recent professional designation.*

For CFP® professionals who must complete continuing education requirements as part of certification renewal, program completion fulfills 28 hours of continuing education.

If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation. 

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.

"This program gave me information I was able to apply in my practice immediately. I’d recommend it to anyone in this space."— Curt S.

*This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years. The sample includes 80 graduates who earned a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS) and answered this question.