Spring 2009 Advanced Portfolio Management (APM) Exam

Welcome to the Advanced Portfolio Management Exam home page! Please review all of the information and links provided below.

Advanced Portfolio Management is a written–answer examination offered in the spring of each year.

The syllabus for this exam covers the portfolio management process in detail. The candidate is exposed to the investment management process, types of asset classes, techniques for managing equity, fixed income, and alternative asset portfolios, credit risk modeling and management, performance measurement, and behavioral aspects of portfolio management.

This exam is required for candidates seeking to complete the Investment specialty track for Fellowship.

    • Advanced Portfolio Management Exam

Date: Friday, May 1, 2009
Time: 8:30–11:45 a.m. and 1:30–4:45 p.m.
(Includes read–through time)

    • Deadlines

Registration: Wednesday, March 25, 2009
Refund/Cancelation: Thursday, April 30, 2009

Important Dates and Fees
    • Admission to Examination Center
    • Acknowledgement Letter
    • Approved Calculators
    • Food and Beverage in Exam Room
    • Signature on Examination Answer Sheets and Envelopes
    • Bilingual Examinations in Canada
    • Arrangements for Candidates with Disabilities
Exam Day Information
    • Frequently Asked Questions
    • Purpose of Learning Objectives/Outcomes
    • Study Methods
    • Suggestions for Taking Written–Answer Examinations
    • Use of the Case Study
    • Review Seminars and Workshops
    • Distributors of Textbooks and Study Manuals
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