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CPM Terms and Conditions
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To attain the CPM® certification, participants are required to complete two components of the CPM® program. First, participants begin work on completing the 150-200 hours of independent study. Participants attend a week-long residential program hosted by the Columbia University IEOR Department. The coursework includes the study of the theory and practice of asset pricing, asset management, risk management, hedge fund management, corporate finance, fixed income analysis and foreign exchange. The CPM® designation is industry-wide recognized, now in its seventh year.


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Those who register and pay will be allowed 30 days to preview the courses in order to evaluate whether or not you will complete the course. Should you opt out during that time period, ACPM will provide a refund less a $500 cancellation fee. After the 30 day "look” no refunds will be issued. All opt outs/cancellations MUST be made in writing and sent to



  • A certificate, diploma or academic degree providing evidence of a four-year undergraduate degree.
  • 3 years of employment in the financial services industry.
  • Letter of recommendation on behalf of the applicant who is employed in the financial services industry, written by a supervisor, where the credential requirements are desired for the training and development of the applicant.

Eligibility Criteria Exceptions

Interested prospective candidates who do not meet eligibility requirements may petition the Academy of Certified Portfolio Managers for approval to complete the program. Candidates seeking accreditation and use of the CPM credential are expected to maintain the highest personal integrity and professional standards. All exception requests should be submitted to

By submitting your registration and payment you acknowledge that you have read and understand the terms and conditions.

To view the CPM CE Policy, click here.