APMA® – Accredited Portfolio Management Advisor
🧭 Overview
APMA® – Accredited Portfolio Management Advisor is an advanced designation offered by the College for Financial Planning® – A Kaplan Company. It is designed for financial professionals who specialize in portfolio construction, investment strategy, and client suitability analysis. The program emphasizes modern portfolio theory, investor psychology, and the development of customized investment policy statements.
APMA® holders are equipped to assess client risk tolerance, align investment objectives, and manage diversified portfolios across asset classes. The curriculum integrates behavioral finance, performance evaluation, and asset allocation techniques, making it ideal for advisors serving high-net-worth individuals, institutions, or retirement plans.
📚 Requirements
- Online self-study program with OnDemand video lectures, reading assignments, and quizzes
- Closed-book final exam; must be completed within 120 days of enrollment
- Estimated study time: 100–120 hours
- No formal prerequisites; recommended for experienced investment professionals
- Continuing education: 16 hours every two years
🤝 Community & Recognition
APMA® designees are part of the College’s national alumni network and benefit from Kaplan’s continuing education platform. The designation is recognized by FINRA and respected across RIAs, broker-dealers, and private wealth firms. Graduates may also earn credit toward the College’s CFP® certification coursework or Master of Science in Personal Financial Planning program.
📜 Quick Facts
Issuing Organization: College for Financial Planning® – A Kaplan Company
Website: [APMA® Program Overview](https://www.kaplanfinancial.com/wealth-management/apma)
Credential Focus: Portfolio construction, investment policy statements, asset allocation, investor psychology
Audience: Financial advisors, portfolio managers, investment consultants
Continuing Education: 16 hours every two years
Related Designations: AWMA®, CFP®, CFA
