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.

Training Calendar: 

You can find the upcoming training schedule for CPM program here

Exam Details

AIWMI is offering the CPM examination on an external, remote-proctored platform.  Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.

CPM EXAM STRUCTURE

Sr. No. Name of Module Type of Questions Test Duration No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certificate in Portfolio Management (CPM) 1 Mark MCQ – 40

2 Mark MCQ-30

2 Hrs 70 100 50 Negative marking will be applicable from 1st January 2022

CPM FEE STRUCTURE

Registration Fee for CPM Program is as given below:

Fee Regular Mode Self Study Mode Exam Mode
Registration
Fee
17700 5900
Exam
Fee
2360 2360 2360
Total 20060 8260 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