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The Certified Portfolio & Fund Manager CPFM® program is a full professional pathway built to shape motivated learners into confident portfolio and fund managers. It combines the core foundations of global financial markets with advanced money management, valuation techniques, quantitative methods, technical analysis, fintech applications, AI tools, and algorithmic trading models. Each stage builds practical, real-world skills used in banks, investment firms, and hedge funds. The certificate is a structured, multi-level journey that strengthens how you analyze markets, manage risk, and design investment strategies.

Certified Portfolio & Fund Manager

Howit works

Each certification is designed as a structured journey, guiding you from foundational learning to advanced specialization. Complete the classes, pass the final exam, and earn your accredited certificate to showcase your expertise.

Step 1Optional

14 Preparation classes

Build or refresh the foundational knowledge needed before starting the core program.

Step 210 of 10 required

10 Core classes

Master the essential knowledge and practical skills required to complete the program.

Step 33 of 10 required

10 Specialization classes

Choose at least 3 courses in your selected specialization to build advanced expertise in your chosen field.

Step 42 of 12 required

12 Elective classes

Choose at least 2 electives to deepen your expertise in topics aligned with your goals.

Step 5

Level 1 exam

Sit the certification exam once you have passed all the required class exams.

Step 6

CPFM Level 1 pass record

Pass the Level 1 exam to receive your official Level 1 pass record.

25 required

63 Classes

Explore all classes included in this certification. Required classes build your core knowledge. Complete them at your own pace and track your progress along the way.

CPFM Level 1

Build the professional foundation. Included in Pro and Certified.

46 Classes · 15 required

CPFM Level 2

Advanced coursework and a professional exam for the full certification, co-issued with AUD. Included in Certified.

17 Classes · 10 required

CPFMFAQs

It suits beginners, career changers, and professionals who want to build strong skills in investing, portfolio construction, and fund management.
In two levels. Level 1: 10 core classes, 3 specializations and 2 electives (preparation classes are optional), then the Level 1 exam. Level 2: 7 advanced core classes and 3 specializations, then the Level 2 exam, which earns the full certification.
The Pro plan covers Level 1 and its exam. The Certified plan adds the Level 2 exam and the full certification. Pro members can open every class.
No. The preparatory courses give you all the foundations you need before moving into advanced material.
Market analysis, valuation, technical analysis, risk management, portfolio design, and modern investment strategies.
70% on the Level 1 exam and 75% on the Level 2 exam.
Passing Level 1 earns a Level 1 credential. Passing Level 2 earns the full CPFM® certification, co-issued with the American University in Dubai (AUD).
No. It covers the full investment cycle and long-term wealth management, not only short-term trading.
You study at your own pace. Most learners finish Level 1 in a few months of part-time study, then continue to Level 2.
Yes. The program is flexible and built for busy schedules.
Yes. The skills match roles in asset management, brokerage, research, and financial advisory.

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