Professional Development

Certified Portfolio Manager ^_TM Program

The Certified Portfolio Manager (CPM) ^TM designation is sponsored by the Portfolio Management Institute and the Portfolio Management Group of Smith Barney. The academic component of the credentialing process is designed by the Curriculum Committee of PMI to provide a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts. The modules to be completed encompass core finance concepts that include: Quantitative Methods, Financial Statement Analysis, Corporate Finance, Fixed Income Analysis, Equity Analysis, Derivatives, and Portfolio Management.

Click here for information, a presentation about the CPM Program and registration for 2010 CPM Class

Continuing Education Credits

PMI offers several types of CE credits for attendance at the PMI Forum held each year in April.