The CPM® certification is a globally recognized credential designed to develop the skills required by Portfolio Managers and Fund Managers. It focuses on critical functions related to portfolio management, investment strategies, and fund management.
The CPM® certification is a globally recognized credential designed to develop the skills required by Portfolio Managers and Fund Managers. It focuses on critical functions related to portfolio management, investment strategies, and fund management.
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The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Original Tax and Estate Planning Law ReviewTM. The AAFM was originally established in as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, PhD, and MBA graduates and to award the wealth management, estate planning, and tax designations.
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