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AAFM CPM Actual Tests : Chartered Portfolio Manager® (CPM®) Certification Examination

CPM actual test
  • Exam Code: CPM
  • Exam Name: Chartered Portfolio Manager® (CPM®) Certification Examination
  • Updated: Oct 25, 2026
  • Q & A: 0 Questions and Answers
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AAFM CPM Exam Syllabus Topics:

SectionObjectives
Equity and Securities Valuation- Security Analysis and Valuation Methods
  • 1. Valuation models, dividend discount models, and relative valuation
    • 2. Financial statement analysis, equity valuation, and company performance
      Corporate Finance and Financial Policy- Capital Structure and Dividend Policy
      • 1. Cost of capital, financing decisions, and capital structure
        • 2. Dividend policy, equity issuance, and corporate financial decisions
          Legal and Regulatory Considerations- Professional Standards and Investment Regulation
          • 1. Ethics, fiduciary responsibilities, and portfolio management regulations
            Portfolio Strategies, Risk Management, and Performance- Portfolio Construction and Evaluation
            • 1. Performance measurement, client investment objectives, and portfolio review
              • 2. Risk management, asset allocation strategies, and portfolio monitoring
                Investment Vehicles and Alternative Investments- Investment Products and Asset Classes
                • 1. Alternative investments, real estate valuation, and asset selection
                  • 2. Equities, fixed-income securities, derivatives, and investment funds
                    Fundamentals of Portfolio Management- Investment Strategy and Modern Portfolio Theory
                    • 1. Strategic and tactical asset allocation, diversification, and portfolio rebalancing
                      • 2. Capital markets, risk and return, CAPM, and portfolio optimization

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