Chartered Portfolio Manager (CPM)


A designation for individuals who specialize in portfolios, provided by The American Academy of Financial Management (AAFM). Candidates must a certain number of years experience and an approved degree in finance, tax, accounting, financial services, law, a CPA, MBA, MS, PhD, or JD. They also need to take additional courses and continue their education.
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Chartered Mutual Fund Counselor (CMFC) Chartered Property Casualty Underwriter (CPCU)