Chartered Portfolio & Fund Manager(CPFM)®

 4.9 (13,513 Ratings)

Master Capital Markets knowledge and skills and stand out as a certified professional
We will help you unlock your inner potential so you can excel in your professional field
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
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78 INSTRUMENTS

Swing Sequence and Count provides higher degree of confidence and accuracy to stay at the right side of the market

Capital academy COUNTS

Swing Sequence and Count provides higher degree of confidence and accuracy to stay at the right side of the market

24 HOUR CHAT ROOM

Our technical analysts stand ready 24 hours from Monday – Friday to provide the latest market update and answer your market question

TRADING SIGNALS

Capital Academy Forecast combined with our proprietary pivot system, distribution, cycle and sequence to allow a better and more accurate forecast

About this CPFM Certification Program

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While other Equities Markets courses add formulas and complexity to hide the lack of real-world experience, Capital Academy CPFM Certification was created by former sales and trading professionals focused on what interns, new hires, and early career analysts need to know on the job.
Designed following extensive discussion with hiring managers at major investment banks, we built our Equities Markets program around gaining the practical knowledge needed of growing markets such as ETFs, Delta One and Prime Brokerage.
Taught by Markets Professionals
Master how to use the Bloomberg terminal to analyze financial statements, find consensus EPS and monitor short interest.
A Comprehensive Program
Designed with input from the largest global investment banks on what Equities Markets salespeople and traders need to know.
Meaningful, Shareable Certification
Graduates will receive a blockchain-verified, shareable certification that can easily be added to LinkedIn and resumes.

What You Will Learn

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  • Gain Knoledge in python
  • Gain Knoledge in python
  • Gain Knoledge in python
  • Gain Knoledge in python
  • Gain Knoledge in python

Typical Student Journey

Typically, Simply Academy students achieve their Financial Adviser Apprenticeship within 22 months of part time study.

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 CPFM® 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 Optional

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-102: Professional Ethics

5 (1,519 ratings) | Second level | 3 hours

CPFM -103: Regulations  and Compliance

4.9 (308 reviews) | Level 2 | 3 hours

CPFM -104: Derivatives Markets  Fundamentals

4.8 (186 reviews) | Level 1 | 2 hours

CPFM -105: Equity Markets Fundamentals

4.8 (5,235 ratings) | Level 2 | 3.5 hours

CPFM -106: Forex Market Fundamentals

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -107: Commodities Markets Fundamentals

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -108: Fixed Income Fundamentals

4.9 (50 reviews) | Level 1 | 1 hour

CPFM-109: Cryptocurrencies Market Fundamentals

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -110: Alternative Investments

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -111: Introduction to Securities Lending

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -112: Financial Engineering

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -113: Math for Finance Professionals

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -114: Corporate Finance

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -115: Environmental, Social, and Governance (ESG) Investing

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -116: Client Needs and Ethical Service

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -117: Serving the Greater Good

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -118: Brokerage Firms

4.9 (50 reviews) | Level 1 | 1 hour

Step 2: Financial Analysis & ValuationOptional

Complete 6 courses to establish a solid foundation in economic analysis, fundamental analysis, stock evaluation, technical analysis, as well as quantitative analysis, big data analysis and modelling.

View all preparatory courses

CPFM-201: Economic Analysis

4.9 (332 ratings) | Level 1 | 2 hours

CPFM-202: Fundamental Analysis

5 (1,519 ratings) | Second level | 3 hours

CPFM -203: Financial Analysis

4.9 (308 reviews) | Level 2 | 3 hours

CPFM -204: Technical Analysis

4.8 (186 reviews) | Level 1 | 2 hours

CPFM -205: Quantitative Analysis

4.8 (5,235 ratings) | Level 2 | 3.5 hours

CPFM -206: Big Data Analysis

4.9 (50 reviews) | Level 1 | 1 hour

Step 3: Money ManagementOptional

Complete 12 core courses to build a strong foundation in portfolio and fund management, investment risk management, investor psychology, and personal wealth planning.

View all preparatory courses

CPFM-301: Behavioral Finance

4.9 (332 ratings) | Level 1 | 2 hours

CPFM-302: Trading Psychology

5 (1,519 ratings) | Second level | 3 hours

CPFM -303: Financial Risk Management 

4.9 (308 reviews) | Level 2 | 3 hours

CPFM -304: Investment Portfolio Management

4.8 (186 reviews) | Level 1 | 2 hours

CPFM -305: Fixed Income Portfolio Management

4.8 (5,235 ratings) | Level 2 | 3.5 hours

CPFM -306: Monthly Dividend Portfolio Management

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -307: Wealth Management and Financial Planning

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -308: Managing Hedge Funds

4.9 (50 reviews) | Level 1 | 1 hour

CPFM-309: Managing Investment Funds

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -310: Position Sizing and Management

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -311: Investment and Financial Freedom
(Saving & Retirement)

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -312: Tax-Efficient Investing Asset Allocation and Taxation

4.9 (50 reviews) | Level 1 | 1 hour

Step 4: Digital Investment Management Optional

Choose at least 6 electives to build a strong foundation in Fintech, wealth management, digital investments, robo-advisors, Big Data, Python, algorithmic trading, data science and artificial intelligence.

View all preparatory courses

CPFM-401: Fintech in Investment Management

4.9 (332 ratings) | Level 1 | 2 hours

CPFM-402: Digital Assets Portfolio Management

5 (1,519 ratings) | Second level | 3 hours

CPFM -403: Quantitative Methods for Investments

4.9 (308 reviews) | Level 2 | 3 hours

CPFM -404: Excel Fundamentals - Formulas for Finance

4.8 (186 reviews) | Level 1 | 2 hours

CPFM -405: Python and Automated Trading

4.8 (5,235 ratings) | Level 2 | 3.5 hours

CPFM -406: Data Science and Machine Learning

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -407: Build Your Own Robo-Advisor

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -408: Quantitative Trading Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM-409: Algorithmic Trading Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -410: Strategy Automating Using Python

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -411: Copy Trading & Automated Trading Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -412: Top Trading Platforms Across Markets

4.9 (50 reviews) | Level 1 | 1 hour

Step 5: Investment StrategiesOptional

Choose at least 5 electives to learn strategies, explore more advanced ideas, experiences, and specialized topics and to build your own strategy.
(Green is recommended)

View all preparatory courses

CPFM-501: Stock Trading Strategies

4.9 (332 ratings) | Level 1 | 2 hours

CPFM-502: Options Trading Strategies

5 (1,519 ratings) | Second level | 3 hours

CPFM -503: Futures Trading Strategies

4.9 (308 reviews) | Level 2 | 3 hours

CPFM -504: Commodities & Forex Trading Strategies

4.8 (186 reviews) | Level 1 | 2 hours

CPFM -505: Capital IQ Fundamentals

4.8 (5,235 ratings) | Level 2 | 3.5 hours

CPFM -506: Cryptocurrencies Trading Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -507: Advanced Strategies of Technical Analysis

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -508: Advanced Strategies of Stock Analysis and Valuation

4.9 (50 reviews) | Level 1 | 1 hour

CPFM-509: Day Trading Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -510: High-Frequency Trading (HFT) Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -511: Hedge Fund Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -512: Modeling Risk with Monte Carlo Simulation

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -513: Arbitrage Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -514: Event-Driven Investing Strategies

4.9 (50 reviews) | Level 1 | 1 hour

CPFM -515: Unlawful Practices & Activities in Trading Financial Markets (Real-World Examples)

4.9 (50 reviews) | Level 1 | 1 hour

Step 6: Final Exam Optional

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

Step 7: Get CPFM® 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 Capital Academy® (CA) 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 Capital academy to advance my career!

Samuel John, Comptroller

Careers At Provide capital market financing and financial advisory services 

Equity Research

  • Provide investors with financial analysis and recommendations on whether to buy, hold, or sell a particular investment.

Corporate Development

  • Pursue and execute organic and inorganic growth opportunities for a corporation.

Private Equity

  • Invest in businesses with the goal of increasing their value over time before divesting of the investment.

Financial Planning & Analysis

  • Develop budgets and forecasts that support a corporation’s strategic planning process.

Investment Banking

  • Provide capital market financing and financial advisory services (e.g. M&A, restructurings).

 The Certificates Instructors

Our coaches are experienced investment bankers, private equity and investment professionals with an insider's perspective of what it takes to break into and succeed in a career in finance. You will be paired with the finance expert that best matches your individualized learning goals.

10 years experience in real estate, private equity, and investment management. She started her career working for large financial institutions Lincoln Financial Group and PGIM Real Estate. She then transitioned to focus on urban real estate markets as a commercial real estate Broker and Consultant. Karine holds a BA and MA in Economics from Rutgers University.
Michael Gibson
Michael was Director of Product Development at DICK’S Sporting Goods, Inc. Prior to attending business school, he was an Associate at Warburg Pincus, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon, a boutique investment bank, as an analyst advising clients primarily on M&A transactions. He is a graduate of the University of Pennsylvania and holds an MBA from Harvard Business School.
JOE MARRI
Most recently, Jessica was an associate in the Carlyle Group's U.S. Buyout Consumer & Retail group, where she focused on evaluating investments, building valuation models, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities, participating in all transaction phases and all industries. 
BERNIE SANDERS

Frequently asked questions

How long will it take to complete the CPFM Certificate?

You will have 12 months to complete the certificate from when you purchase it. We estimate that it will take no more than 100 hours of your time to complete, You can review the video lessons as many times as you want in this time and complete the courses at your own pace.

Are CA courses verified?

CAPITAL ACADEMYis 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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