Chartered Portfolio & Fund Manager(CPFM)®
4.9 (13,513 Ratings)
Master Capital Markets knowledge and skills and stand out as a certified professional
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
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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AuthorName
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LevelAdvanced
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Study timeX hours
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Video timeX hours
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ExamX
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
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
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Gain Knoledge in python
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Gain Knoledge in python
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Gain Knoledge in python
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Gain Knoledge in python
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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 -115: Environmental, Social, and Governance (ESG) Investing
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
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 -311: Investment and Financial Freedom
(Saving & Retirement)
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
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)
(Green is recommended)
View all preparatory courses
CPFM -504: Commodities & Forex Trading Strategies
4.8
(186 reviews) |
Level 1 |
2 hours
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
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Provide investors with financial analysis and recommendations on whether to buy, hold, or sell a particular investment.
Corporate Development
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Pursue and execute organic and inorganic growth opportunities for a corporation.
Private Equity
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Invest in businesses with the goal of increasing their value over time before divesting of the investment.
Financial Planning & Analysis
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Develop budgets and forecasts that support a corporation’s strategic planning process.
Investment Banking
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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.