Chartered Capital Market Advisor

 4.9 (13,513 Ratings)

Master Capital Markets knowledge and skills and stand out as a certified professional
Skills You’ll Gain:
Fixed Income, Equities, Foreign Exchange, Commodities, Derivatives, Analytical Methodologies, and more
Great For:
Sales and Trading, Asset and Portfolio Management, Wealth Management, Risk Management, Treasury, and more
   For Individuals
For Teams
 CMSA program: 42 total courses, 15 required for exam eligibility
 Self-paced & 100% online
 Get full CMSA program, community, & more with a CFI membership
Get this program and CFI's full training catalog for your organization
Manage learning, create custom paths & measure progress
For teams of 2 or more learners


CPFM® at a CA

Program Overview

42 courses

Consisting of 2220+ lessons

250+ interactive exercises

Learn by doing with guided simulations

Blockchain certificate

To verify your skills

500,000+ 5-star ratings

Best-in-class training, as rated by you

The CMSA® program has upskilled teams at:

   For Individuals
For Teams
 CMSA program: 42 total courses, 15 required for exam eligibility
 Self-paced & 100% online
 Get full CMSA program, community, & more with a CFI membership
Get this program and CFI's full training catalog for your organization
Manage learning, create custom paths & measure progress
For teams of 2 or more learners

Step 1: CAPITAL MARKETS FUNDAMENTALS Requierd

To prepare for the CPFM® program, choose at least 12 elective prep courses to deepen your understanding
and reinforce your knowledge of the basics of investing in capital markets, and to build a strong foundation
in trading stocks, digital currencies, commodities, derivatives capital market legislation, regulations, and
professional ethics, along with learning how to choose a suitable financial intermediary for your investment
needs. (Red is Required)

View all preparatory courses

CPFM-101: Introduction to  Financial Markets

4.9 (332 ratings) | Level 1 | 2 hours

CPFM -103: Regulations  and Compliance

4.9 (308 reviews) | Level 2 | 3 hours

Step 2: Final Exam Optional

Practical application on real portfolios, conducting research, reports, evaluation, and building special strategies, and then performing comprehensive testing.

take the  exam

4.9 (308 reviews) | Level 2 | 3 hours

Step 3: Get CCMA® Certified Optional

Congratulations! Upon completion of the program, you will receive a block-chain digital certificate with your new credentials. You also have the option to order a physical certificate to be mailed to your door.

What our students say

After 6 months of study, 19 courses, and over 900 lessons, I finally completed the Corporate Finance Institute® (CFI) certification program. I would definitely recommend it to anyone looking to get a deeper insight into evaluation and modeling.

Ihor Kokhar

Today marks a very important milestone in my educational journey. I've been looking for a way to get into the Finance department but haven't been able to locate the credentials that would do the job without interrupting my work schedule.

Stephen Moran

Great program that gives deep insight/refreshment. One of the best investments you can make in your career.

Muhammad al-Harbi

I would like to express my appreciation for the well-organized and practical online course content provided by CFI! Using common management and business concepts, it offers much in terms of practical learning outcomes that can be applied immediately. I will complete the remaining courses and remain a part of CFI to advance my career!

Samuel John, Comptroller

Frequently asked questions

How long do I have to complete the course?

Take as much time as you need. You will have access to all courses and all future upgrades in your subscription. You can review the video lessons as many times as you want and complete the courses at your own pace.

Are CFI courses verified?

CFI is accredited by the Better Business Bureau® (BBB) ​​to maintain training standards, and by CPA organizations in Canada, and the National Association of State Boards of Accountancy (NASBA) in the United States for CPE credentials. You can find more information here.

Are there additional fees or costs?

no one! The program's tuition fee includes everything and there are no additional fees required to obtain your digital degree.

What currency are your courses priced in?

All of our online courses and programs are priced in US dollars.

How can I obtain my certificates?

You must complete all video lessons, tests, and final assessments in each course to receive your course certificates. The certificate will then be available on your Learner Dashboard and will be emailed to you once you have completed all requirements.

How are exams conducted?

Learners are required to complete an online assessment (MCQ, fill-in-the-blank, and Excel questions) at the end of each course. You can take the exams on your own schedule and will need to score at least 80% to pass the course and receive a certificate of course completion. Please note that course tests can be repeated as many times as you need. Learners are also required to complete the CMSA® final exam to receive their certification.
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