Throughout the EFFAS Certified Portfolio Manager®️ programme, you will explore the intricacies of portfolio management, gaining a deep understanding of the portfolio approach to investing and the characteristics of different types of investors. You will delve into modern portfolio theory, investment guidelines, and policy, as well as principles of asset allocation and asset-liability analysis. Additionally, you will analyse major return measures, calculate risk measures, and comprehend risk aversion in portfolio selection.

This certification is recognized globally, reflecting the collective network of investment professionals in international forums through our active commissions and representations. EFFAS continues to be the leading hub for investment professionals worldwide with european standards, providing a platform that enhances their expertise and empowers them to influence the global financial landscape.

By successfully completing this programme, you will develop the skills to interpret and apply portfolio management concepts, construct optimal portfolios based on risk aversion and capital allocation, and make informed investment decisions. This comprehensive certification sets you apart as a proficient professional in the field of portfolio management.

To whom is intended?

Focusing on both theoretical and practical elements of portfolio management, EFFAS Certified Portfolio Manager®️ is particularly aimed at professionals in the following areas: asset managers with asset management companies, pensions funds, life insurance companies, wealth management companies; financial researchers; corporate finance specialists and treasurers; financial journalists; professionals involved in legislation / regulation of the above-mentioned fields as well as professionals already working in the investment sector – but looking for an advanced qualification, of course.

Prerequisites: None, although some knowledge or experience in finance is helpful.

Methodolgy:

The training programme includes training videos, a study manual and a sample exam with answers. In addition, students will find solved exercises and will be able to take practice tests to prepare for the certification exam. The entire course is offered exclusively in English, through the EFFAS training platform, for a period of 12 months.

EFFAS estimates this programme to comprise approximately 120 hours of self-study. Students benefitting from sound mathematical and statistical knowledge might proceed faster; others will benefit from a refresher. What is more, fundamentals of economics as well as derivatives, among others, will be studies.

The course price includes the examination fee (€250). The exam will have a duration of 210 minutes.