Chartered Portfolio Manager®

Accelerate your career with advanced, job-ready portfolio management expertise

Advanced Last updated Feb 2026 English
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Why structured preparation makes all the difference

Many learners find it difficult to develop real portfolio management capability, not due to lack of intelligence, but because:

  • There is no clear pathway connecting analysis to actual investment decision
  • Financial reports, market trends, and portfolio strategy are not integrated
  • Valuation and forecasting are approached mechanically instead strategically
  • Their studies are topic based rather than structured around an investment process

How we help you succeed:

We provide you the structured learning path where you learn not only tools of portfolio management but also when to use them in real market situation. By connecting financial analysis, assets allocation, risk management, and performance evaluation into one consistent framework, the program builds competence rather than scattered knowledge. 

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Program Overview

The Chartered Portfolio Manager program (CPM®) offered by AAFM® India is a career advancement program that helps you understand how experts make investment decisions, not just another financial credential. This program is designed to train you to think like a professional portfolio manager not like a student of finance.

You will gain the skills that top companies seek in a candidate for the CPM®: risk management, performance evaluation, market analysis, strategic assets allocation, and practical portfolio building. Instead of learning formulas by heart, you will find reliable frameworks that successful portfolio managers use to confidently manage risk and make decision that enhance returns.

The program concentrates on the practical application of financial and capital markets theory, investment and portfolio management and principles at the operational level within the financial services organization, thus providing momentum for continuing professional and personal development.

Trusted & Recognised Worldwide

Is this program right for you?

  • Students seeking to understand Portfolio Management Services.

  • Portfolio Managers, Fund Managers, Executives in Asset Management Companies.

  • Brokers, Sub-brokers, Investment Consultants.

  • Research Analyst, RIA, Financial Distributor, Technical expert.

  • Bankers, Finance Professionals.

  • High Net worth Investors, CA, CS.

Our Alumni(s) Placed at

Knowledge You Will Gain

  • Theory and real-world skills to design, execute, and evaluate investment proposals
  • Latest advances in modern portfolio theory and differentiate portfolio management skills by adopting international best practice
  • Optimum portfolios & asset mix planning into portfolio development strategies
  • The complexities of investing in emerging markets and develop strategies for managing risk and maximizing returns
  • Behavioral biases and irrational behavior in financial markets
  • Best practices in portfolio management and performance evaluation as well as current investment strategies.
Industry-relevant skills you’ll master

  • Portfolio construction and assets allocation

  • Risk management

  • Performance Evaluation

  • Financial Market Understanding

Program curriculum
98 Lessons 00:00:00 Hours
Level - 1
  • Chapter 1 - Global Financial Systems
    .
  • Chapter 2 - Economic Unions
    .
  • Chapter 3 - The International Financial Institutions
    .
  • Chapter 4 - Types of Financial Markets within the Global Financial System
    .
  • Chapter 5 - Introduction to Macro Economics
    .
  • Chapter 6 - Inflation and Interest Rates
    .
  • Chapter 7 - National Income Accounting
    .
  • Chapter 8 - Government and Fiscal Policy
    .
  • Chapter 9 - Money and Monetary Policy
    .
  • Chapter 10 - The External Sector
    .
  • Chapter 11 - The Balance of Payments
    .
  • Chapter 12 - The Future of the Global Financial System
    .
  • Chapter 1 - Introduction to PM
    .
  • Chapter 2 - Investment Risk
    .
  • Chapter 3 - Types of Investment Returns
    .
  • Chapter 4 - Measures of Risk
    .
  • Chapter 5 - Managing Risk Through Diversification
    .
  • Chapter 6 - Asset Pricing Models
    .
  • Chapter 7 - Asset Allocation
    .
  • Chapter 8 - Equity Portfolio Management
    .
  • Chapter 9 - Fixed Income Portfolio Management
    .
  • Chapter 10 - Rebalancing Strategies
    .
  • Chapter 11 - Asset Liability Management of Individual Investors
    .
  • Chapter 1 - Understanding Investments
    .
  • Chapter 2 - Types of Bank Deposits
    .
  • Chapter 3 - Investments in Equity
    .
  • Chapter 4 - Fixed Income Instruments
    .
  • Chapter 5 - Real Estate
    .
  • Chapter 6 - Mutual Funds
    .
  • Chapter 7 - Derivatives
    .
  • Chapter 8 - Small Savings Scheme
    .
  • Chapter 9 - Other Investment Products
    .
  • Chapter 1 - Understanding Corporate Finance
    .
  • Chapter 2 - Capital Budgeting
    .
  • Chapter 3 - Cost of Capital
    .
  • Chapter 4 - Working Capital
    .
  • Chapter 5 - Corporate Governance
    .
  • Chapter 6 - Capital Structure
    .
  • Chapter 7 - Leverage
    .
  • Chapter 8 - Dividend Policy
    .
  • Chapter 1 - Introduction to Financial Statement
    .
  • Chapter 2 - Financial Reporting Mechanisms
    .
  • Chapter 3 - Tools of Analysis of Financial Statements
    .
  • Chapter 4 - Understanding Income Statements
    .
  • Chapter 5 - Balance Sheet
    .
  • Chapter 6 - Cash Flow Analysis
    .
  • Chapter 7 - Inventory
    .
  • Chapter 8 - Long Lived Assets
    .
  • Chapter 9 - Income Taxes
    .
  • Chapter 1 - Equity Markets and Structures
    .
  • Chapter 2 - Fundamental Analysis
    .
  • Chapter 3 - Industry Analysis
    .
  • Chapter 4 - Company Analysis
    .
  • Chapter 5 - Models of Equity Valuation
    .
  • Chapter 6 - Technical Analysis
    .
  • Chapter 7 - Type of Charts
    .
  • Chapter 8 - Technical Indicators
    .
  • Chapter 9 - Other Technical Indicators
    .
  • Chapter 10 - Theories of Technical Analysis
    .
  • Chapter 1 - Derivatives-Options and Swaps
    .
  • Chapter 2 - Alternate Assets
    .
  • Chapter 3 - Hedge Funds
    .
  • Chapter 4 - Commodities and Managed Futures
    .
  • Chapter 5 - Private Equity
    .
  • Chapter 6 - Credit Derivatives
    .
  • Chapter 7 - Structured Products
    .
  • Chapter 8 - Alternatives and Risk Mitigation
    .
  • Chapter 9 - Alternate Assets in India
    .
  • Chapter 1 - Introduction to Real Estate
    .
  • Chapter 2 - Categories of Real Estate
    .
  • Chapter 3 - Real Estate Indices
    .
  • Chapter 4 - Real Estate Financing
    .
  • Chapter 5 - Real Estate Markets and Analysis
    .
  • Chapter 6 - Real Estate Valuation
    .
  • Chapter 7 - Issues in Real Estate Valuation
    .
  • Chapter 8 - Real Estate Investment Trust (REIT) and REMS
    .
  • Chapter 9 - Integration of Real Estate in a Portfolio
    .
  • Chapter 10 - Real Estate Sector of India
    .
  • Chapter 1 - Portfolio Selection
    .
  • Chapter 2 - Financial Mathematics
    .
  • Chapter 3 - Portfolio Revision
    .
  • Chapter 4 - Performance Evaluation of P
    .
  • Chapter 5 - Forecasting of Portfolio P
    .
  • Chapter 6 - Portfolio Management S
    .
  • Chapter 7 - Commodity Market
    .
  • Chapter 8 - Foreign Portfolio Investment
    .
  • Chapter 9 - International Investing
    .
  • Chapter 10 - Guidelines for Investment
    .
  • Chapter 1 - SEBI Portfolio Managers Regulations
    .
  • Chapter 2 - Investment Advisers Regulations
    .
  • Chapter 3 - Issue of Capital and Disclosure RR
    .
  • Chapter 4 - Listing Obligations and Disclosure RR
    .
  • Chapter 5 - Mutual Funds Regulations
    .
  • Chapter 6 - Alternative Investment Fund Regulations
    .
  • Chapter 7 - Infrastructure Investment Trusts Regulations
    .
  • Chapter 8 - Foreign Portfolio Investors Regulations
    .
  • Chapter 9 - Anti Money Laundering
    .
  • Chapter 10 - International Regulatory Framework
    .
Eligibility & entry requirements
  • Candidates who have passed 12th standard are eligible to register for the course.
  • Graduation is mandatory to be eligible for certification.

Trusted by Industry Professionals

Subhradip Bhowmick

Subhradip Bhowmick

Founder

Esbee Sharpe Investment Service

Rohit Khatri

Rohit Khatri

Manager

Motilal Oswal Financial Services Ltd

Mohit Chaudhary

Mohit Chaudhary

Assistant Manager

IIFL Wealth Management Limited

Vishal Ahuja

Vishal Ahuja

Vice President

HDFC Bank

Laksh Vaish

Laksh Vaish

Assistant Vice President

Axis Bank

Payal Maheshwari

Payal Maheshwari

Assistant Vice President

Anand Rathi Group

Deep Rakesh Gandhi

Deep Rakesh Gandhi

Business Consultant

Infosys Consulting

Girirajsinh Zala

Girirajsinh Zala

Assistant Manager

HDFC Bank

AAFM® India: A Global Leader in Professional Education

AAFM® India represents a global legacy in financial education, supported by international standards and global recognition. It is a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country.

Learners choose AAFM® India because of:

  • Strong focus on career-oriented education
  • Industry-relevant curriculum
  • Professional credibility
  • Practical learning approach
  • Commitment to learner success
  • 1st Choice for Finance Professionals Seeking Global Credentials
  • Among India's Top-Ranked Financial Education Institutions
  • 10+ Industry recognised certifications (CWM®, CTEP®, Ch.E®, and more)
  • Featured in 3+ National Media and Education Platforms
  • 300,000+ Certificants
  • 21st Century Curriculum
  • 8000+ Finance Professionals Empowered
  • Certifications issued directly from USA
  • 94% of our Students Say Training Helped Advance their Careers
  • 74% of Our Faculty Holds International Financial Designation
  • 35+ Industry Mentors and Trainers from Across the Globe
  • 64% of AAFM® Certified Members See Career Growth Within a Year
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Why this certification matters

  • Earn CPM® certification to accelerate your career and serve your clients.

  • Enjoy a rewarding, in-demand career while helping people achieve their investment & portfolio objectives.

  • Join AAFM® Alumni Network Association – a strong professional network

Learn from experienced practitioners


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