Chartered Portfolio Manager

Embark on a transformative journey to become a Chartered Asset Manager through our specialized certification program. Tailored for professionals seeking recognition from the Global Academy of Finance and Management, this comprehensive examination delves into the intricate realm of asset management, covering a diverse range of essential topics.

Exam Format:

Total Questions: 60

Duration: 60 minutes

Question Types:

• True/False: Assess your ability to distinguish accurate asset management facts.
• Multiple Choice: Challenge your knowledge across various asset management practices and theories.
• Fill in the Gap: Demonstrate your understanding by completing statements with the appropriate asset management terminology.
• Single Choice: Select the correct answer from a set of options, covering different facets of asset management.

Subject Area:

1. Foundations of Portfolio Management: Gain a foundational understanding of portfolio management, covering principles, methodologies, and essential concepts in the field.
2. Asset Allocation Strategies: Explore effective asset allocation strategies, optimizing the distribution of investments to achieve portfolio objectives.
3. Investment Analysis and Selection: Delve into investment analysis and selection techniques, covering methodologies for assessing and choosing securities.
4. Risk Management in Portfolios: Understand risk management principles within the context of portfolio management, optimizing strategies for risk identification and mitigation.
5. Portfolio Performance Evaluation: Explore techniques for evaluating portfolio performance, ensuring a comprehensive assessment of investment outcomes.
6. Fixed-Income Portfolio Management: Learn the intricacies of managing fixed-income portfolios, covering bonds, debt instruments, and interest rate strategies.
7. Equity Portfolio Management: Understand equity portfolio management, including stock selection, market analysis, and strategies for optimizing equity portfolios.
8. Alternative Investments: Explore the world of alternative investments within portfolios, covering strategies for incorporating non-traditional assets.
9. Derivatives in Portfolio Management: Learn the use of derivatives in portfolio management, covering options, futures, and other financial instruments.
10. Ethics in Portfolio Management:Explore ethical considerations and responsibilities associated with portfolio management, fostering integrity and responsible practices.

Target Audience:

• Portfolio Managers: Designed for practitioners aiming to validate and enhance their portfolio management skills.
• Aspiring Portfolio Managers: Ideal for individuals starting their career in the specialized field of portfolio management.

Benefits:

• A comprehensive assessment of your portfolio management skills.
• A pathway towards achieving the Chartered Portfolio Manager designation.
• Recognition of your proficiency and commitment to the field of portfolio management.