The full Certified Portfolio Manager curriculum I just finished
Here is the list of courses I completed for the CPM credential (which is pending an NYU program now rescheduled for September):
1. Code of Ethics |
ACPM Code of Ethics and Professional Conduct |
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2. Financial Advisory |
Introduction to Asset Management |
Investing in Bonds |
Treasury Inflation-Protected Securities |
Investing in Equity |
Investing in Money Market Instruments |
Exchange-Traded Funds |
Exchange-Traded Funds - Types |
Liquidity Risk |
Equity Risk |
Introduction to Performance Measurement |
Separately Managed Accounts |
ESG Investing |
3. Financial Technology |
Robo-Advisors |
Blockchain Technology in the Capital Markets |
Bitcoin and Cryptocurrencies |
4. Equity |
Introduction to Equity Valuation |
Equity Valuation - FCFF Model |
The Dividend Discount Model |
Introduction to Economic Profit |
Calculating Economic Profit |
Technical Analysis |
5. Derivatives |
Introduction to Options |
Introduction to Forwards and Futures |
Introduction to Swaps |
Interest Rate Swaps |
Currency Swaps |
6. Foreign Exchange |
Introduction to Foreign Exchange |
Forward Foreign Exchange |
Hedging Currency Risk with Derivatives |
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7. Financial Statement Analysis |
The Balance Sheet |
Liabilities and Equity |
Current Assets |
Long-Term Assets |
The Income Statement |
Income Statement Analysis |
Cash Flow Statement |
Cash Flow Analysis |
Working Capital |
Ratio Analysis |
8. Corporate Finance |
Introduction to Corporate Finance |
Capital Asset Pricing Model |
Cost of Capital |
Introduction to Capital Budgeting |
Capital Budgeting - Deriving the Cash Flows |
Capital Structure |
Dividend Policy |
9. Quantitative Methods |
Time Value of Money |
Understanding Uncertainty |
Data Analysis |
Portfolio Diversification |
Value of Risk |
Introduction to Monte Carlo Simulation and VAR |
Smart Beta and Factor Modeling |
Fundamentals of Economic Indicators |
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