Certified Portfolio Manager and IRS Enrolled Agent Progress
It's been a busy year, but I have continued to develop my professional knowledge to better serve our clients.
1. This week, I finished up the online/distance educational component for the Certified Portfolio Manager (CPM®) designation. I started this program last December but then deferred when the medical needs for my dad became too time-consuming (and I actually wouldn't be able to attend the final week-long capstone.) This entailed 55 online mini-courses that were expected to take 150-200 hours to complete. The Academy of CPM describes the program as:
The Certified Portfolio Manager (CPM®) designation is a collaboration of the Academy of Certified Portfolio Managers and NYU Stern. The academic component is designed to provide a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts for financial services industry professionals managing discretionary portfolios.
The curriculum encompasses eight core concepts:
- Quantitative Methods
- Financial Statement Analysis
- Corporate Finance
- Fixed Income Analysis
- Equity Analysis
- Fiduciary Responsibility
- Portfolio Management
The CPM® Program advances your knowledge in three vital areas: Valuation Analysis, Portfolio Construction and Risk Management.
Candidates will sharpen their command of these fundamental areas while demonstrating their commitment to continuing education and industry knowledge.
2. I have two finals this week and then will have completed 12 of the 15 courses required for my Masters of Taxation at the University of Cincinnati. I am currently earning a 3.767 GPA - I will admit I have kind of "mailed it in" on some of the corporate taxation courses dealing with things like mergers & acquisitions as well as lengthy research projects.
3. I am now setting up to take my IRS Enrolled Agent examination. I just took a practice test without reviewing any study materials whatsoever and am right on the pass/fail line - I will get studied up on some of the tax rules I have never dealt with and should have this done by year-end and be ready to prepare taxes this coming spring.