Certified Portfolio Management Specialist (CPMS)

The Certified Portfolio Specialist certification is designed to qualify professionals working in the fields of investment and portfolio management. It enables them to understand stocks and bonds, analyze and evaluate these securities, and assess investment portfolios. The certification provides in-depth technical knowledge of investment instrument analysis and constructing the optimal mix of tools within portfolios based on advanced analytical technical standards.

What you will learn

• Understand the principles of investment management, financial markets and portfolio construction.
• Assess investment risk and return and apply appropriate investment strategies to achieve portfolio objectives.
• Construct and manage diversified investment portfolios based on risk profiles, investment objectives and market conditions.
• Analyse and evaluate financial instruments, including equities, bonds and other investment securities.
• Understand the structure and operations of investment funds, including mutual funds, exchange-traded funds (ETFs), hedge funds and sovereign wealth funds.
• Apply fundamental and technical analysis techniques to evaluate investment opportunities and support investment decisions.
• Analyse international financial markets, including foreign exchange, commodities and cryptocurrency markets, and assess their implications for investment portfolios.
• Evaluate investment portfolio performance using appropriate financial indicators and risk-adjusted performance measures.

Curriculum

1. 01
   Introduction to Investment, Financial Markets, and Portfolio Management

   • Return and Risk
   • Investment Strategies
   • Types of Investment Portfolios
   • Determinants and Controls of Portfolio Construction
   • Evaluation of Portfolio Performance
2. 02
   Investment and Sovereign Funds

   • Mutual Funds, ETFs, and Hedge Funds
   • Active and Passive Management of Investment Funds
3. 03
   Financial Analysis for Investment Purposes

   • Fundamental Financial Analysis
   • Technical Financial Analysis
4. 04
   International Financial Markets

   • Forex Markets (Foreign Exchange)
   • Commodity Markets
   • Cryptocurrency Markets

Who it is for

• Professionals in treasury and investment departments
• Employees of stock exchanges and international financial markets
• Workers in investment funds
• Middle-office and central operations staff
• Compliance and risk officers

Examination & CPD

All candidates must sign the APAA Code of Ethics prior to certification. See the full certification requirements.