Certificate in Portfolio Management (CPM)

Certificate in Portfolio  Management (CPM) is an advanced, instructor-led program designed to develop a better understanding of the various concepts/principles related to investment analysis and portfolio management.

This program will equip you to develop core competencies in portfolio management, learn how to conduct portfolio performance measurement and attribution and last but not the least review portfolio strategies for a variety of asset classes.

Topics Covered:

  • Objectives of Investment Decisions
  • Financial Markets
  • Fixed Income Securities
  • Capital Market Efficiency
  • Financial Analysis and Valuation
  • Modern Portfolio theory
  • Valuation of Derivatives
  • Investment Management

Reference Book

The Suggested/Recommended reference book for this course are:

  • Investment Analysis and Portfolio Management (English, Paperback, Prasanna Chandra, 5th edition, ISBN 9789385965579)
  • A Practitioner′s Guide to Asset Allocation (Wiley Finance) Hardcover – Import, 7 Jul 2017 by Harry M. Markowitz (Foreword),‎ William Kinlaw (Author),‎ Mark P. Kritzman (Author),‎ David Turkington (Author)
  • Students can buy the recommended reference book directly from the Market for the said course.

Exam Details

AIWMI conducts the CPM exam on its own assessment platform on the last Sunday of every month. Candidates can appear for the exam from anywhere (including home). To appear for an exam from home, a candidate needs a strong internet connection and a functional camera on computer for remote proctoring.


Sr. No. Name of Module Type of Questions Test Duration in minutes No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certificate in Portfolio Management (CPM) 1 Mark MCQ – 40
2 Mark MCQ-30
180 80-100 100 50% No


Registration Fee for CPM Program is as given below:

Fee Regular Mode Self Study Mode Exam Mode
11800 2360
2360 2360 2360
Total 14160 4720 2360
Inclusions 1. Course book
2. Session notes
3. Live online tutorials
4. Past tutorial session recordings
5. Guest sessions by Thought Leaders
6. Mock test
7. Instructional PPTs
8. Refresher tutorials (3 sessions)
9. Exqualifi Membership- 1 Year
10. Complimentary pass to all AIWMI virtual conferences for 1 year
1. All tutorial session recordings
2. Session notes
3. MockTest
4. Refresher sessions (3 sessions)
1. Exam fee for one attempt

Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM