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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.

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  • 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

  • Fees   PDF
  • Important Dates and Fees
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