APMA® or Accredited Portfolio Management Advisor℠

College for Financial Planning

Course

Online

£ 1,260 VAT inc.

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Description

  • Type

    Course

  • Methodology

    Online

  • Duration

    Flexible

  • Online campus

    Yes

  • Delivery of study materials

    Yes

The Accredited Portfolio Management AdvisorSM or APMA® Program is a professional designation program for financial professionals. The program is designed to educate advisors on the finer points of portfolio creation, augmentation, and maintenance. Topics covered will include client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, investor psychology, and other topics germane to building appropriate client portfolios. Students will gain hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions, to include determining sell, hold, and buy decisions within a client’s portfolio.

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Subjects

  • Risk
  • Portfolio Management
  • Fixed Income
  • Investment
  • Financial
  • Accredited
  • IT risk
  • Equity
  • Financial Training
  • Finance strategy

Course programme

Course Topics:

Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program.


Module 1. Investment Risk and Return Analysis

  • Chapter 1. Risk & Return Concepts
  • Chapter 2. Risk & Return Analysis—Standard Deviation & Correlation
  • Chapter 3. Risk & Return Analysis—Beta & CAPM

Module 2. Modern Portfolio Theory and Performance Evaluation of Equities

  • Chapter 1. Modern Portfolio Theory
  • Chapter 2. The Efficient Market Hypothesis
  • Chapter 3. Behavioral Finance, a Challenge to the EMH
  • Chapter 4. Equity Valuation
  • Chapter 5. Security Performance Evaluation

Module 3. Debt and Fixed Income Features

  • Chapter 1. Features of Fixed-Income Securities
  • Chapter 2. Asset-Backed Securities
  • Chapter 3. Structured Mortgage-Based Products
  • Chapter 4. Features of Preferred Stock
  • Chapter 5. Yield Curves

Module 4. Debt and Fixed Income Valuation and Analysis

  • Chapter 1. Valuation of Bonds
  • Chapter 2. Duration
  • Chapter 3. Bond Volatility & Constructing Portfolios
  • Chapter 4. Convertible Bonds

Module 5. Mutual Funds and Other Investments

  • Chapter 1. Mutual Funds
  • Chapter 2. Unit Investment Trusts
  • Chapter 3. Exchange-Traded, Leveraged, and Inverse Funds
  • Chapter 4. Other Pooled Investments
  • Chapter 5. Selecting a Mutual Fund

Module 6. Investing in Real Assets

  • Chapter 1. Tangible Assets
  • Chapter 2. Real Estate
  • Chapter 3. Nontraded and Private REITs

Module 7. Derivatives and Structured Products

  • Chapter 1. Options
  • Chapter 2. Futures Contracts
  • Chapter 3. Hedge Funds
  • Chapter 4. Private Equity
  • Chapter 5. Structured Products

Module 8. Investments and Taxation

  • Chapter 1. Taxes and Investments
  • Chapter 2. General Income Tax Principles
  • Chapter 3. Taxation of Investment Products

Module 9. Fiduciary, Ethical, and Regulatory Issues for Advisers

  • Chapter 1. History of U.S. Financial Regulation
  • Chapter 2. Forces Changing Financial Services
  • Chapter 3. The Fiduciary Standard
  • Chapter 4. Formal Ethical Codes and the Investment Professional

Module 10. Investment Strategies and Retirement Cash Flow Considerations

  • Chapter 1. Investment Strategies
  • Chapter 2. The Time Value of Money
  • Chapter 3. Retirement Needs Analysis
  • Chapter 4. “Safe” Withdrawal Rates

Module 11. Client Suitability and Constructing Portfolios

  • Chapter 1. Client Suitability
  • Chapter 2. Establishing Financial Goals
  • Chapter 3. Client Attitudes Toward Money and Investing
  • Chapter 4. Establishing an Investment Policy Statement (IPS)
  • Chapter 5. Dealing With Change and Future Challenges

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APMA® or Accredited Portfolio Management Advisor℠

£ 1,260 VAT inc.

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