Academy of Certified Portfolio Managers

Registration is open for our November webinar with i10 Research! Aaron Uitenbroek, Managing Partner, will provide insights and analyses for the current #financial market. As founder and managing partner of the quantitative analytics firm i10 Research, Aaron leverages over a decade of experience publishing influential market analysis. His insights have reached thousands of finance professionals through exclusive distribution channels and are regularly showcased in premier financial media outlets like CNBC, Barron's, and Fox Business. As an esteemed market expert driving alpha generation and exceptional absolute returns through data and models, he provides vital intelligence to leading Wall Street institutions as well as investment managers worldwide. Register here: https://lnkd.in/ev_FFjhg #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors" #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Becoming a Certified Portfolio Manager will elevate your career and your business. ⭐ Gain an expertise in Risk Management, Portfolio Construction and Value Investing. These are topics that every successful portfolio manager must master to stay ahead. ⭐ 72% of CPM graduates have grown their business by 20% after earning the designation ⭐ CPM graduates join a network of professional Portfolio Managers, who guide each other on best practices, insights and financial knowledge. Learn more: https://lnkd.in/eXcZ_kFw #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors" #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Elevate your career in #PortfolioManagement with the CPM designation! Become a Certified Portfolio Manager to gain expertise and join a powerful network of finance professionals. The CPM® Program advances your knowledge in three vital areas: Valuation Analysis, Portfolio Construction and Risk Management. Sharpen your knowledge of these fundamental areas while demonstrating your commitment to continuing education and industry knowledge. https://lnkd.in/eXcZ_kFw #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors" #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Join us TODAY at 12:30pm ET to learn about Preferred and Capital Securities from David Reichart, CFA, CAIA, Senior Vice President of Institutional Sales at Spectrum Asset Management. In today’s uncertain interest rate environment, global preferred and capital securities may offer attractive yields, higher income potential, and favorable lower duration when compared to other fixed income asset classes. Join this webinar to learn more. Register here: https://lnkd.in/e_BdSQY8 #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors" #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Our October webinar is this week! Join David Reichart, CFA, CAIA, Senior Vice President of Institutional Sales at Spectrum Asset Management for "A Primer on Preferred and Capital Securities." In today’s uncertain interest rate environment, global preferred and capital securities may offer attractive yields, higher income potential, and favorable lower duration when compared to other fixed income asset classes. Join this webinar to learn more. Register here: https://lnkd.in/e_BdSQY8 #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors" #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Register today to obtain your CPM Certification in 2025! Why attend? ✔ Cutting-Edge Learning – Self-paced modules + in-depth seminars ✔ Expert-Led Sessions – Learn from top professionals ✔ Networking Opportunities – Expand your connections ✔ All-Inclusive Package – Includes meals, coursework, and local transportation Elevate your career and join a powerful network of #PortfolioManagers. https://lnkd.in/eXcZ_kFw #wealthmanagement #portfoliomanagement #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors" #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Register for our October webinar with Aaron Uitenbroek, Managing Partner of i10 Research. As founder and managing partner of the quantitative analytics firm i10 Research, Aaron leverages over a decade of experience publishing influential market analysis. This webinar will review research and analyses to give clear, actionable forecasts and guidance on today's financial landscape. Register here: https://lnkd.in/eMnvVZHp #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Did you know? 72% of our graduates have grown their business by 20% after earning the CPM certification. 🙌 So, as a CPM, not only are you gaining expertise in risk management, portfolio construction, and value investing, joining an elite group of professionals, and showing your clients you're committed to your career and to them, you're also learning best practices for running your business. What are you waiting for? Registration is open for the 2025 CPM Class: https://lnkd.in/eXcZ_kFw #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Register for our October webinar! Join David Reichart, CFA, CAIA, Senior Vice President of Institutional Sales at Spectrum Asset Management for "A Primer on Preferred and Capital Securities." In today’s uncertain interest rate environment, global preferred and capital securities may offer attractive yields, higher income potential, and favorable lower duration when compared to other fixed income asset classes. Additionally, their various adjustable-rate coupon structures may help cushion the impact of interest rates risk while their high credit quality may be beneficial when global economic conditions become challenging. For individual U.S. taxpayers, the availability of qualified dividend income from some preferred and capital securities may selectively further enhance the after-tax yield available from the asset class. Potential investor benefits include attractive income while maintaining a lower-duration, investment-grade portfolio, evolved security structures to help mitigate interest rate risk and reduced tax rates on qualified dividends for individual U.S. taxpayers. Register here: https://lnkd.in/e_BdSQY8 #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

The 2025 CPM Program will have a new format! CPM Candidates will still complete an online, self-study portion. They will then come on campus to our new educational partner, University of Denver, for on-campus instruction by Conrad Ciccotello, JD, PhD. He will use four case studies developed by the ACPM to promote creative and critical thinking to further enhance Candidate's ability to serve clients and scale their practices in a productive manner. Learn more and register for the 2025 class: https://lnkd.in/eXcZ_kFw #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors